TRUZX Mutual Fund

TRUZX Mutual Fund

NAV$57.26
See how much of TRUZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.41%
3 Months
-9.12%
6 Months
+9.90%
YTD
+7.41%
1 Year
+10.89%
3 Years (annualized)
+8.27%
5 Years (annualized)
-2.37%
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
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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lipper Mid Cap Growth Funds Index(^LMCGFI)
This Mutual Fund (YTD)
+7.41%
Peer Avg (YTD)
+6.72%
vs Peers
+0.69%

TRUZX Mutual Fund Performance

TRUZX performance across multiple time periods: 1-month -3.41%, YTD 7.41%, 1-year 10.89%, 3-year 8.27%, 5-year -2.37%, 10-year 12.08%.

TRUZX returns outperform the peer average of 6.72% 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.