TRULX Mutual Fund

TRULX Mutual Fund

NAV$49.01
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Returns Overview

1 Month
+2.44%
3 Months
+4.14%
6 Months
+9.53%
YTD
+10.44%
1 Year
+16.93%
3 Years (annualized)
+17.80%
5 Years (annualized)
+11.25%
10 Years (annualized)
+14.25%

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
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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)
+10.44%
Peer Avg (YTD)
+9.41%
vs Peers
+1.03%

TRULX Mutual Fund Performance

TRULX performance across multiple time periods: 1-month 2.44%, YTD 10.44%, 1-year 16.93%, 3-year 17.80%, 5-year 11.25%, 10-year 14.25%.

TRULX returns outperform the peer average of 9.41% 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.