SUWIX Mutual Fund

SUWIX Mutual Fund

NAV$41.60
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Returns Overview

1 Month
-1.16%
3 Months
+3.90%
6 Months
+18.95%
YTD
+12.76%
1 Year
+16.45%
3 Years (annualized)
+18.34%
5 Years (annualized)
+11.35%
10 Years (annualized)
+14.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SUWIX 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)
+12.76%
Peer Avg (YTD)
+9.98%
vs Peers
+2.78%

SUWIX Mutual Fund Performance

SUWIX performance across multiple time periods: 1-month -1.16%, YTD 12.76%, 1-year 16.45%, 3-year 18.34%, 5-year 11.35%, 10-year 14.04%.

SUWIX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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