SUHIX Mutual Fund

NAV$47.31

Returns Overview

1 Month
+5.55%
3 Months
+6.50%
6 Months
-0.71%
YTD
-1.05%
1 Year
+13.67%
3 Years (annualized)
+4.59%
5 Years (annualized)
+3.22%
10 Years (annualized)
+7.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SUHIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI World Healthcare Index(MSCIWHCI)
This Mutual Fund (YTD)
-1.05%
Peer Avg (YTD)
+7.57%
vs Peers
-8.63%

SUHIX Mutual Fund Performance

SUHIX performance across multiple time periods: 1-month 5.55%, YTD -1.05%, 1-year 13.67%, 3-year 4.59%, 5-year 3.22%, 10-year 7.62%.

SUHIX returns trail the peer average of 7.57% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

SUHIX performance comparison shows side-by-side returns with another fund. SUHIX alternatives are available in the Mutual Fund Screener.