SUFCX Mutual Fund

NAV$43.94

Returns Overview

1 Month
+2.22%
3 Months
+15.22%
6 Months
+16.98%
YTD
+15.16%
1 Year
+17.53%
3 Years (annualized)
+64.62%
5 Years (annualized)
+30.43%
10 Years (annualized)
+23.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SUFCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+15.16%
Peer Avg (YTD)
+8.61%
vs Peers
+6.55%

SUFCX Mutual Fund Performance

SUFCX performance across multiple time periods: 1-month 2.22%, YTD 15.16%, 1-year 17.53%, 3-year 64.62%, 5-year 30.43%, 10-year 23.88%.

SUFCX returns outperform the peer average of 8.61% YTD. With an expense ratio of 2.27%, investors should weigh costs against performance when evaluating this mutual fund.

SUFCX performance comparison shows side-by-side returns with another fund. SUFCX alternatives are available in the Mutual Fund Screener.