SUVAX Mutual Fund

SUVAX Mutual Fund

NAV$14.51
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Returns Overview

1 Month
-2.81%
3 Months
+3.36%
6 Months
+17.69%
YTD
+19.88%
1 Year
+27.44%
3 Years (annualized)
+20.22%
5 Years (annualized)
+11.48%
10 Years (annualized)
+10.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SUVAX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+19.88%
Peer Avg (YTD)
+10.00%
vs Peers
+9.89%

SUVAX Mutual Fund Performance

SUVAX performance across multiple time periods: 1-month -2.81%, YTD 19.88%, 1-year 27.44%, 3-year 20.22%, 5-year 11.48%, 10-year 10.42%.

SUVAX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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