SUGAX Mutual Fund

SUGAX Mutual Fund

NAV$9.74
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Returns Overview

1 Month
+4.58%
3 Months
+12.29%
6 Months
+13.49%
YTD
+13.78%
1 Year
+15.40%
3 Years (annualized)
+17.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SUGAX 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
MSCI All Country World Index Net Return(M1WD)
This Mutual Fund (YTD)
+13.78%
Peer Avg (YTD)
+8.44%
vs Peers
+5.33%

SUGAX Mutual Fund Performance

SUGAX performance across multiple time periods: 1-month 4.58%, YTD 13.78%, 1-year 15.40%, 3-year 17.37%.

SUGAX returns outperform the peer average of 8.44% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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