SUVAX Mutual Fund

NAV$14.50

Returns Overview

1 Month
+2.70%
3 Months
+13.87%
6 Months
+16.98%
YTD
+15.99%
1 Year
+29.98%
3 Years (annualized)
+16.90%
5 Years (annualized)
+9.93%
10 Years (annualized)
+10.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SUVAX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+15.99%
Peer Avg (YTD)
+9.49%
vs Peers
+6.50%

SUVAX Mutual Fund Performance

SUVAX performance across multiple time periods: 1-month 2.70%, YTD 15.99%, 1-year 29.98%, 3-year 16.90%, 5-year 9.93%, 10-year 10.01%.

SUVAX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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