SUFCX Mutual Fund

SUFCX Mutual Fund

NAV$40.70
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Returns Overview

1 Month
-1.84%
3 Months
-3.48%
6 Months
-3.05%
YTD
+6.40%
1 Year
+6.57%
3 Years (annualized)
+14.66%
5 Years (annualized)
+1.78%
10 Years (annualized)
+9.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SUFCX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+6.40%
Peer Avg (YTD)
+9.70%
vs Peers
-3.29%

SUFCX Mutual Fund Performance

SUFCX performance across multiple time periods: 1-month -1.84%, YTD 6.40%, 1-year 6.57%, 3-year 14.66%, 5-year 1.78%, 10-year 9.90%.

SUFCX returns trail the peer average of 9.70% YTD. With an expense ratio of 2.27%, investors should weigh costs against performance when evaluating this mutual fund.

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