SUHIX Mutual Fund

SUHIX Mutual Fund

NAV$47.74
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Returns Overview

1 Month
+4.20%
3 Months
+11.60%
6 Months
+3.11%
YTD
+4.62%
1 Year
+17.91%
3 Years (annualized)
+8.35%
5 Years (annualized)
+4.15%
10 Years (annualized)
+8.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SUHIX 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)
+4.62%
Peer Avg (YTD)
+9.65%
vs Peers
-5.03%

SUHIX Mutual Fund Performance

SUHIX performance across multiple time periods: 1-month 4.20%, YTD 4.62%, 1-year 17.91%, 3-year 8.35%, 5-year 4.15%, 10-year 8.56%.

SUHIX returns trail the peer average of 9.65% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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