SUVCX Mutual Fund

SUVCX Mutual Fund

NAV$12.43
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Returns Overview

1 Month
+4.14%
3 Months
+3.01%
6 Months
+14.27%
YTD
+24.04%
1 Year
+30.94%
3 Years (annualized)
+22.58%
5 Years (annualized)
+10.36%
10 Years (annualized)
+9.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SUVCX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+24.04%
Peer Avg (YTD)
+20.32%
vs Peers
+3.72%

SUVCX Mutual Fund Performance

SUVCX performance across multiple time periods: 1-month 4.14%, YTD 24.04%, 1-year 30.94%, 3-year 22.58%, 5-year 10.36%, 10-year 9.57%.

SUVCX returns outperform the peer average of 20.32% YTD. With an expense ratio of 2.13%, investors should weigh costs against performance when evaluating this mutual fund.

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