SUIAX Mutual Fund

SUIAX Mutual Fund

NAV$74.78
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Returns Overview

1 Month
-3.83%
3 Months
+2.83%
6 Months
+8.04%
YTD
+11.45%
1 Year
+22.64%
3 Years (annualized)
+22.53%
5 Years (annualized)
+11.10%
10 Years (annualized)
+9.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SUIAX 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
Msci Eafe Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+11.45%
Peer Avg (YTD)
+9.89%
vs Peers
+1.55%

SUIAX Mutual Fund Performance

SUIAX performance across multiple time periods: 1-month -3.83%, YTD 11.45%, 1-year 22.64%, 3-year 22.53%, 5-year 11.10%, 10-year 9.52%.

SUIAX returns outperform the peer average of 9.89% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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