SUICX Mutual Fund

SUICX Mutual Fund

NAV$76.04
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Returns Overview

1 Month
-0.67%
3 Months
-3.44%
6 Months
+3.30%
YTD
+10.08%
1 Year
+20.47%
3 Years (annualized)
+22.64%
5 Years (annualized)
+10.16%
10 Years (annualized)
+8.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SUICX 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 Eafe Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+10.08%
Peer Avg (YTD)
+10.38%
vs Peers
-0.30%

SUICX Mutual Fund Performance

SUICX performance across multiple time periods: 1-month -0.67%, YTD 10.08%, 1-year 20.47%, 3-year 22.64%, 5-year 10.16%, 10-year 8.38%.

SUICX returns trail the peer average of 10.38% YTD. With an expense ratio of 1.88%, investors should weigh costs against performance when evaluating this mutual fund.

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