TRUZX Mutual Fund

TRUZX Mutual Fund

NAV$57.60
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Returns Overview

1 Month
+1.84%
3 Months
-2.10%
6 Months
+5.85%
YTD
+12.61%
1 Year
+17.40%
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
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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)
+12.61%
Peer Avg (YTD)
+9.89%
vs Peers
+2.72%

TRUZX Mutual Fund Performance

TRUZX performance across multiple time periods: 1-month 1.84%, YTD 12.61%, 1-year 17.40%, 3-year 8.27%, 5-year -2.37%, 10-year 12.08%.

TRUZX returns outperform the peer average of 9.89% 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.