SUHCX Mutual Fund

SUHCX Mutual Fund

NAV$24.10
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Returns Overview

1 Month
+1.38%
3 Months
+8.92%
6 Months
+0.44%
YTD
+0.13%
1 Year
+17.55%
3 Years (annualized)
+5.57%
5 Years (annualized)
+2.72%
10 Years (annualized)
+6.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SUHCX 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)
+0.13%
Peer Avg (YTD)
+6.74%
vs Peers
-6.61%

SUHCX Mutual Fund Performance

SUHCX performance across multiple time periods: 1-month 1.38%, YTD 0.13%, 1-year 17.55%, 3-year 5.57%, 5-year 2.72%, 10-year 6.61%.

SUHCX returns trail the peer average of 6.74% YTD. With an expense ratio of 2.08%, investors should weigh costs against performance when evaluating this mutual fund.

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