SUMAX Mutual Fund

SUMAX Mutual Fund

NAV$9.97
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Returns Overview

1 Month
+1.22%
3 Months
+0.14%
6 Months
+0.48%
YTD
+1.15%
1 Year
+1.72%
3 Years (annualized)
+3.26%
5 Years (annualized)
+1.81%
10 Years (annualized)
+1.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SUMAX 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
Bloomberg 1 Year Municipal Bond Index(^BYMBIMBI)
This Mutual Fund (YTD)
+1.15%
Peer Avg (YTD)
-0.87%
vs Peers
+2.01%

SUMAX Mutual Fund Performance

SUMAX performance across multiple time periods: 1-month 1.22%, YTD 1.15%, 1-year 1.72%, 3-year 3.26%, 5-year 1.81%, 10-year 1.45%.

SUMAX returns outperform the peer average of -0.87% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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