TRULX Mutual Fund

NAV$49.58

Returns Overview

1 Month
-0.32%
3 Months
+11.33%
6 Months
+8.21%
YTD
+7.81%
1 Year
+24.18%
3 Years (annualized)
+20.86%
5 Years (annualized)
+12.97%
10 Years (annualized)
+14.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRULX 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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Lipper Large Cap Core Funds Index(^LLCCFI)
This Mutual Fund (YTD)
+7.81%
Peer Avg (YTD)
+9.51%
vs Peers
-1.70%

TRULX Mutual Fund Performance

TRULX performance across multiple time periods: 1-month -0.32%, YTD 7.81%, 1-year 24.18%, 3-year 20.86%, 5-year 12.97%, 10-year 14.31%.

TRULX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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