SUIAX Mutual Fund

SUIAX Mutual Fund

NAV$78.19
See how much of SUIAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+5.64%
3 Months
+7.18%
6 Months
+7.96%
YTD
+14.50%
1 Year
+36.11%
3 Years (annualized)
+20.74%
5 Years (annualized)
+11.75%
10 Years (annualized)
+9.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SUIAX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Msci Eafe Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+14.50%
Peer Avg (YTD)
+11.12%
vs Peers
+3.38%

SUIAX Mutual Fund Performance

SUIAX performance across multiple time periods: 1-month 5.64%, YTD 14.50%, 1-year 36.11%, 3-year 20.74%, 5-year 11.75%, 10-year 9.92%.

SUIAX returns outperform the peer average of 11.12% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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