SUIRX Mutual Fund

SUIRX Mutual Fund

NAV$74.12
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Returns Overview

1 Month
-3.81%
3 Months
+2.93%
6 Months
+8.24%
YTD
+11.75%
1 Year
+23.12%
3 Years (annualized)
+23.03%
5 Years (annualized)
+11.45%
10 Years (annualized)
+9.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SUIRX 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)
+11.75%
Peer Avg (YTD)
+9.89%
vs Peers
+1.85%

SUIRX Mutual Fund Performance

SUIRX performance across multiple time periods: 1-month -3.81%, YTD 11.75%, 1-year 23.12%, 3-year 23.03%, 5-year 11.45%, 10-year 9.92%.

SUIRX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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