SUIRX Mutual Fund

SUIRX Mutual Fund

NAV$75.74
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Returns Overview

1 Month
-0.56%
3 Months
-3.16%
6 Months
+3.89%
YTD
+11.12%
1 Year
+21.86%
3 Years (annualized)
+24.04%
5 Years (annualized)
+11.18%
10 Years (annualized)
+9.50%

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)
+11.12%
Peer Avg (YTD)
+10.38%
vs Peers
+0.73%

SUIRX Mutual Fund Performance

SUIRX performance across multiple time periods: 1-month -0.56%, YTD 11.12%, 1-year 21.86%, 3-year 24.04%, 5-year 11.18%, 10-year 9.50%.

SUIRX returns outperform the peer average of 10.38% 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.