SUHCX Mutual Fund

NAV$23.21

Returns Overview

1 Month
+5.46%
3 Months
+6.21%
6 Months
-1.23%
YTD
-1.58%
1 Year
+12.48%
3 Years (annualized)
+5.20%
5 Years (annualized)
+5.80%
10 Years (annualized)
+13.29%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI World Healthcare Index(MSCIWHCI)
This Mutual Fund (YTD)
-1.58%
Peer Avg (YTD)
+7.57%
vs Peers
-9.15%

SUHCX Mutual Fund Performance

SUHCX performance across multiple time periods: 1-month 5.46%, YTD -1.58%, 1-year 12.48%, 3-year 5.20%, 5-year 5.80%, 10-year 13.29%.

SUHCX returns trail the peer average of 7.57% YTD. With an expense ratio of 2.08%, investors should weigh costs against performance when evaluating this mutual fund.

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