TRUEX Mutual Fund

TRUEX Mutual Fund

NAV$74.13
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Returns Overview

1 Month
+11.79%
3 Months
-10.83%
6 Months
+51.14%
YTD
+45.91%
1 Year
+47.97%
3 Years (annualized)
+59.14%
5 Years (annualized)
+34.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRUEX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+45.91%
Peer Avg (YTD)
+16.41%
vs Peers
+29.50%

TRUEX Mutual Fund Performance

TRUEX performance across multiple time periods: 1-month 11.79%, YTD 45.91%, 1-year 47.97%, 3-year 59.14%, 5-year 34.52%.

TRUEX returns outperform the peer average of 16.41% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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