SUIAX Mutual Fund

NAV$78.85

Returns Overview

1 Month
-1.07%
3 Months
+5.07%
6 Months
+8.77%
YTD
+8.38%
1 Year
+28.44%
3 Years (annualized)
+20.08%
5 Years (annualized)
+10.48%
10 Years (annualized)
+9.44%

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

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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 Eafe Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+8.38%
Peer Avg (YTD)
+8.71%
vs Peers
-0.33%

SUIAX Mutual Fund Performance

SUIAX performance across multiple time periods: 1-month -1.07%, YTD 8.38%, 1-year 28.44%, 3-year 20.08%, 5-year 10.48%, 10-year 9.44%.

SUIAX returns trail the peer average of 8.71% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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