SUSSX Mutual Fund

SUSSX Mutual Fund

NAV$17.33
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Returns Overview

1 Month
-1.64%
3 Months
+0.99%
6 Months
+4.76%
YTD
+8.28%
1 Year
+8.36%
3 Years (annualized)
+21.40%
5 Years (annualized)
+10.88%
10 Years (annualized)
+15.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SUSSX 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)
+8.28%
Peer Avg (YTD)
+17.72%
vs Peers
-9.43%

SUSSX Mutual Fund Performance

SUSSX performance across multiple time periods: 1-month -1.64%, YTD 8.28%, 1-year 8.36%, 3-year 21.40%, 5-year 10.88%, 10-year 15.06%.

SUSSX returns trail the peer average of 17.72% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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