SUMCX Mutual Fund

SUMCX Mutual Fund

NAV$11.15
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Returns Overview

1 Month
-1.86%
3 Months
-3.83%
6 Months
+2.41%
YTD
-0.18%
1 Year
+1.29%
3 Years (annualized)
+7.85%
5 Years (annualized)
+3.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SUMCX 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
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📉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
Morningstar US Fund Allocation
This Mutual Fund (YTD)
-0.18%
Peer Avg (YTD)
+2.46%
vs Peers
-2.64%

SUMCX Mutual Fund Performance

SUMCX performance across multiple time periods: 1-month -1.86%, YTD -0.18%, 1-year 1.29%, 3-year 7.85%, 5-year 3.73%.

SUMCX returns trail the peer average of 2.46% YTD. With an expense ratio of 2.72%, investors should weigh costs against performance when evaluating this mutual fund.

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