SUIRX Mutual Fund

NAV$75.21

Returns Overview

1 Month
+3.41%
3 Months
+6.38%
6 Months
+6.70%
YTD
+12.69%
1 Year
+28.95%
3 Years (annualized)
+20.56%
5 Years (annualized)
+10.94%
10 Years (annualized)
+9.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SUIRX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Msci Eafe Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+12.69%
Peer Avg (YTD)
+8.71%
vs Peers
+3.98%

SUIRX Mutual Fund Performance

SUIRX performance across multiple time periods: 1-month 3.41%, YTD 12.69%, 1-year 28.95%, 3-year 20.56%, 5-year 10.94%, 10-year 9.84%.

SUIRX returns outperform the peer average of 8.71% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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