TRULX Mutual Fund

TRULX Mutual Fund

NAV$49.33
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Returns Overview

1 Month
+2.61%
3 Months
+4.78%
6 Months
+10.72%
YTD
+13.33%
1 Year
+18.16%
3 Years (annualized)
+19.14%
5 Years (annualized)
+11.26%
10 Years (annualized)
+13.79%

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
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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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lipper Large Cap Core Funds Index(^LLCCFI)
This Mutual Fund (YTD)
+13.33%
Peer Avg (YTD)
+11.21%
vs Peers
+2.12%

TRULX Mutual Fund Performance

TRULX performance across multiple time periods: 1-month 2.61%, YTD 13.33%, 1-year 18.16%, 3-year 19.14%, 5-year 11.26%, 10-year 13.79%.

TRULX returns outperform the peer average of 11.21% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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