SUIIX Mutual Fund

SUIIX Mutual Fund

NAV$76.59
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Returns Overview

1 Month
+5.66%
3 Months
+7.24%
6 Months
+8.11%
YTD
+14.67%
1 Year
+36.51%
3 Years (annualized)
+21.11%
5 Years (annualized)
+12.10%
10 Years (annualized)
+10.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SUIIX 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
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📉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)
+14.67%
Peer Avg (YTD)
+11.12%
vs Peers
+3.55%

SUIIX Mutual Fund Performance

SUIIX performance across multiple time periods: 1-month 5.66%, YTD 14.67%, 1-year 36.51%, 3-year 21.11%, 5-year 12.10%, 10-year 10.26%.

SUIIX returns outperform the peer average of 11.12% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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