SUHAX Mutual Fund

SUHAX Mutual Fund

NAV$39.70
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Returns Overview

1 Month
+5.51%
3 Months
+6.42%
6 Months
-0.85%
YTD
-1.21%
1 Year
+13.30%
3 Years (annualized)
+5.98%
5 Years (annualized)
+5.78%
10 Years (annualized)
+11.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SUHAX 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 World Healthcare Index(MSCIWHCI)
This Mutual Fund (YTD)
-1.21%
Peer Avg (YTD)
+7.57%
vs Peers
-8.79%

SUHAX Mutual Fund Performance

SUHAX performance across multiple time periods: 1-month 5.51%, YTD -1.21%, 1-year 13.30%, 3-year 5.98%, 5-year 5.78%, 10-year 11.54%.

SUHAX returns trail the peer average of 7.57% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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