SUHAX Mutual Fund

SUHAX Mutual Fund

NAV$39.71
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Returns Overview

1 Month
-1.90%
3 Months
+3.66%
6 Months
+10.31%
YTD
+2.40%
1 Year
+14.09%
3 Years (annualized)
+8.02%
5 Years (annualized)
+3.85%
10 Years (annualized)
+8.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SUHAX 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)
+2.40%
Peer Avg (YTD)
+8.76%
vs Peers
-6.36%

SUHAX Mutual Fund Performance

SUHAX performance across multiple time periods: 1-month -1.90%, YTD 2.40%, 1-year 14.09%, 3-year 8.02%, 5-year 3.85%, 10-year 8.26%.

SUHAX returns trail the peer average of 8.76% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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