TRUZX Mutual Fund

TRUZX Mutual Fund

NAV$61.68
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Returns Overview

1 Month
+4.05%
3 Months
+20.92%
6 Months
+19.68%
YTD
+18.19%
1 Year
+31.13%
3 Years (annualized)
+12.63%
5 Years (annualized)
+4.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRUZX 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 Mid Cap Growth Funds Index(^LMCGFI)
This Mutual Fund (YTD)
+18.19%
Peer Avg (YTD)
+10.82%
vs Peers
+7.37%

TRUZX Mutual Fund Performance

TRUZX performance across multiple time periods: 1-month 4.05%, YTD 18.19%, 1-year 31.13%, 3-year 12.63%, 5-year 4.95%.

TRUZX returns outperform the peer average of 10.82% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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