SUHAX Mutual Fund

SUHAX Mutual Fund

NAV$40.63
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Returns Overview

1 Month
+1.44%
3 Months
+9.07%
6 Months
+0.78%
YTD
+0.21%
1 Year
+18.38%
3 Years (annualized)
+6.36%
5 Years (annualized)
+3.48%
10 Years (annualized)
+7.40%

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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+0.21%
Peer Avg (YTD)
+6.74%
vs Peers
-6.54%

SUHAX Mutual Fund Performance

SUHAX performance across multiple time periods: 1-month 1.44%, YTD 0.21%, 1-year 18.38%, 3-year 6.36%, 5-year 3.48%, 10-year 7.40%.

SUHAX returns trail the peer average of 6.74% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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