TRUZX Mutual Fund

TRUZX Mutual Fund

NAV$60.47
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Returns Overview

1 Month
-7.61%
3 Months
+1.28%
6 Months
+5.25%
YTD
+10.58%
1 Year
+18.22%
3 Years (annualized)
+6.58%
5 Years (annualized)
-1.73%
10 Years (annualized)
+12.08%

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)
+10.58%
Peer Avg (YTD)
+9.54%
vs Peers
+1.04%

TRUZX Mutual Fund Performance

TRUZX performance across multiple time periods: 1-month -7.61%, YTD 10.58%, 1-year 18.22%, 3-year 6.58%, 5-year -1.73%, 10-year 12.08%.

TRUZX returns outperform the peer average of 9.54% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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