SUICX Mutual Fund

SUICX Mutual Fund

NAV$74.48
See how much of SUICX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.90%
3 Months
+2.64%
6 Months
+7.62%
YTD
+10.82%
1 Year
+21.74%
3 Years (annualized)
+21.62%
5 Years (annualized)
+11.06%
10 Years (annualized)
+9.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SUICX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Msci Eafe Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+10.82%
Peer Avg (YTD)
+9.89%
vs Peers
+0.93%

SUICX Mutual Fund Performance

SUICX performance across multiple time periods: 1-month -3.90%, YTD 10.82%, 1-year 21.74%, 3-year 21.62%, 5-year 11.06%, 10-year 9.15%.

SUICX returns outperform the peer average of 9.89% YTD. With an expense ratio of 1.88%, investors should weigh costs against performance when evaluating this mutual fund.

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