SUSIX Mutual Fund

SUSIX Mutual Fund

NAV$14.38
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Returns Overview

1 Month
-1.64%
3 Months
+0.98%
6 Months
+4.87%
YTD
+8.50%
1 Year
+8.63%
3 Years (annualized)
+21.99%
5 Years (annualized)
+11.29%
10 Years (annualized)
+15.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SUSIX 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)
+8.50%
Peer Avg (YTD)
+17.72%
vs Peers
-9.22%

SUSIX Mutual Fund Performance

SUSIX performance across multiple time periods: 1-month -1.64%, YTD 8.50%, 1-year 8.63%, 3-year 21.99%, 5-year 11.29%, 10-year 15.38%.

SUSIX returns trail the peer average of 17.72% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this mutual fund.

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