SUMAX Mutual Fund

SUMAX Mutual Fund

NAV$9.89
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Returns Overview

1 Month
-1.39%
3 Months
-1.28%
6 Months
-0.50%
YTD
-0.07%
1 Year
+0.53%
3 Years (annualized)
+3.12%
5 Years (annualized)
+1.69%
10 Years (annualized)
+1.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SUMAX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg 1 Year Municipal Bond Index(^BYMBIMBI)
This Mutual Fund (YTD)
-0.07%
Peer Avg (YTD)
-3.84%
vs Peers
+3.77%

SUMAX Mutual Fund Performance

SUMAX performance across multiple time periods: 1-month -1.39%, YTD -0.07%, 1-year 0.53%, 3-year 3.12%, 5-year 1.69%, 10-year 1.39%.

SUMAX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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