SUWCX Mutual Fund

SUWCX Mutual Fund

NAV$36.70
See how much of SUWCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.24%
3 Months
+3.66%
6 Months
+18.32%
YTD
+11.91%
1 Year
+15.23%
3 Years (annualized)
+18.75%
5 Years (annualized)
+11.12%
10 Years (annualized)
+13.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SUWCX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+11.91%
Peer Avg (YTD)
+9.98%
vs Peers
+1.93%

SUWCX Mutual Fund Performance

SUWCX performance across multiple time periods: 1-month -1.24%, YTD 11.91%, 1-year 15.23%, 3-year 18.75%, 5-year 11.12%, 10-year 13.32%.

SUWCX returns outperform the peer average of 9.98% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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