SUVQX Mutual Fund

SUVQX Mutual Fund

NAV$15.31
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Returns Overview

1 Month
-2.80%
3 Months
+3.39%
6 Months
+17.90%
YTD
+20.18%
1 Year
+27.87%
3 Years (annualized)
+20.60%
5 Years (annualized)
+11.82%
10 Years (annualized)
+10.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SUVQX 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)
+20.18%
Peer Avg (YTD)
+10.00%
vs Peers
+10.18%

SUVQX Mutual Fund Performance

SUVQX performance across multiple time periods: 1-month -2.80%, YTD 20.18%, 1-year 27.87%, 3-year 20.60%, 5-year 11.82%, 10-year 10.75%.

SUVQX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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