SUGCX Mutual Fund

SUGCX Mutual Fund

NAV$9.37
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Returns Overview

1 Month
+4.54%
3 Months
+12.08%
6 Months
+13.12%
YTD
+13.41%
1 Year
+14.58%
3 Years (annualized)
+16.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SUGCX 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)
+13.41%
Peer Avg (YTD)
+8.44%
vs Peers
+4.97%

SUGCX Mutual Fund Performance

SUGCX performance across multiple time periods: 1-month 4.54%, YTD 13.41%, 1-year 14.58%, 3-year 16.57%.

SUGCX returns outperform the peer average of 8.44% YTD. With an expense ratio of 1.72%, investors should weigh costs against performance when evaluating this mutual fund.

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