SUWAX Mutual Fund

SUWAX Mutual Fund

NAV$40.67
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Returns Overview

1 Month
-1.17%
3 Months
+3.87%
6 Months
+18.81%
YTD
+12.58%
1 Year
+16.17%
3 Years (annualized)
+19.68%
5 Years (annualized)
+11.98%
10 Years (annualized)
+14.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SUWAX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+12.58%
Peer Avg (YTD)
+9.98%
vs Peers
+2.60%

SUWAX Mutual Fund Performance

SUWAX performance across multiple time periods: 1-month -1.17%, YTD 12.58%, 1-year 16.17%, 3-year 19.68%, 5-year 11.98%, 10-year 14.20%.

SUWAX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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