SUMCX Mutual Fund

NAV$11.41

Returns Overview

1 Month
+1.32%
3 Months
+6.48%
6 Months
+4.07%
YTD
+3.79%
1 Year
+8.53%
3 Years (annualized)
+8.68%
5 Years (annualized)
+4.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SUMCX 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
Morningstar US Fund Allocation
This Mutual Fund (YTD)
+3.79%
Peer Avg (YTD)
+4.14%
vs Peers
-0.35%

SUMCX Mutual Fund Performance

SUMCX performance across multiple time periods: 1-month 1.32%, YTD 3.79%, 1-year 8.53%, 3-year 8.68%, 5-year 4.41%.

SUMCX returns trail the peer average of 4.14% YTD. With an expense ratio of 2.72%, investors should weigh costs against performance when evaluating this mutual fund.

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