SUHCX Mutual Fund

SUHCX Mutual Fund

NAV$23.18
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Returns Overview

1 Month
-1.99%
3 Months
+3.44%
6 Months
+9.86%
YTD
+1.80%
1 Year
+13.23%
3 Years (annualized)
+7.21%
5 Years (annualized)
+3.08%
10 Years (annualized)
+7.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SUHCX 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)
+1.80%
Peer Avg (YTD)
+8.76%
vs Peers
-6.96%

SUHCX Mutual Fund Performance

SUHCX performance across multiple time periods: 1-month -1.99%, YTD 1.80%, 1-year 13.23%, 3-year 7.21%, 5-year 3.08%, 10-year 7.46%.

SUHCX returns trail the peer average of 8.76% YTD. With an expense ratio of 2.08%, investors should weigh costs against performance when evaluating this mutual fund.

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