SUICX Mutual Fund

NAV$77.81

Returns Overview

1 Month
-1.14%
3 Months
+4.85%
6 Months
+8.35%
YTD
+7.97%
1 Year
+27.47%
3 Years (annualized)
+19.18%
5 Years (annualized)
+9.66%
10 Years (annualized)
+9.01%

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
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)
+7.97%
Peer Avg (YTD)
+8.71%
vs Peers
-0.75%

SUICX Mutual Fund Performance

SUICX performance across multiple time periods: 1-month -1.14%, YTD 7.97%, 1-year 27.47%, 3-year 19.18%, 5-year 9.66%, 10-year 9.01%.

SUICX returns trail the peer average of 8.71% YTD. With an expense ratio of 1.88%, investors should weigh costs against performance when evaluating this mutual fund.

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