TRZVX Mutual Fund

NAV$62.22

Returns Overview

1 Month
-1.44%
3 Months
+6.58%
6 Months
+13.40%
YTD
+20.05%
1 Year
+22.03%
3 Years (annualized)
+12.28%
5 Years (annualized)
+5.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRZVX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Lipper Small-Cap Core Funds Index(^LSCCFI)
This Mutual Fund (YTD)
+20.05%
Peer Avg (YTD)
+18.52%
vs Peers
+1.52%

TRZVX Mutual Fund Performance

TRZVX performance across multiple time periods: 1-month -1.44%, YTD 20.05%, 1-year 22.03%, 3-year 12.28%, 5-year 5.23%.

TRZVX returns outperform the peer average of 18.52% YTD. investors should weigh costs against performance when evaluating this mutual fund.

TRZVX performance comparison shows side-by-side returns with another fund. TRZVX alternatives are available in the Mutual Fund Screener.