SUMCX Mutual Fund

SUMCX Mutual Fund

NAV$11.10
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Returns Overview

1 Month
+0.63%
3 Months
-0.70%
6 Months
+0.45%
YTD
+1.71%
1 Year
+4.45%
3 Years (annualized)
+7.85%
5 Years (annualized)
+3.73%

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
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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
Morningstar US Fund Allocation
This Mutual Fund (YTD)
+1.71%
Peer Avg (YTD)
+3.78%
vs Peers
-2.06%

SUMCX Mutual Fund Performance

SUMCX performance across multiple time periods: 1-month 0.63%, YTD 1.71%, 1-year 4.45%, 3-year 7.85%, 5-year 3.73%.

SUMCX returns trail the peer average of 3.78% YTD. With an expense ratio of 2.72%, investors should weigh costs against performance when evaluating this mutual fund.

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