SUFCX Mutual Fund

SUFCX Mutual Fund

NAV$43.73
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Returns Overview

1 Month
-5.76%
3 Months
+0.45%
6 Months
+6.19%
YTD
+10.24%
1 Year
+8.44%
3 Years (annualized)
+10.75%
5 Years (annualized)
+3.31%
10 Years (annualized)
+9.79%

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
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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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+10.24%
Peer Avg (YTD)
+10.67%
vs Peers
-0.43%

SUFCX Mutual Fund Performance

SUFCX performance across multiple time periods: 1-month -5.76%, YTD 10.24%, 1-year 8.44%, 3-year 10.75%, 5-year 3.31%, 10-year 9.79%.

SUFCX returns trail the peer average of 10.67% YTD. With an expense ratio of 2.27%, investors should weigh costs against performance when evaluating this mutual fund.

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