SUIRX Mutual Fund

SUIRX Mutual Fund

NAV$77.05
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Returns Overview

1 Month
+5.69%
3 Months
+7.29%
6 Months
+8.18%
YTD
+14.74%
1 Year
+36.65%
3 Years (annualized)
+21.21%
5 Years (annualized)
+12.19%
10 Years (annualized)
+9.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SUIRX 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)
+14.74%
Peer Avg (YTD)
+11.12%
vs Peers
+3.62%

SUIRX Mutual Fund Performance

SUIRX performance across multiple time periods: 1-month 5.69%, YTD 14.74%, 1-year 36.65%, 3-year 21.21%, 5-year 12.19%, 10-year 9.97%.

SUIRX returns outperform the peer average of 11.12% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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