SUPCX Mutual Fund

SUPCX Mutual Fund

NAV$24.59
See how much of SUPCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.30%
3 Months
+3.60%
6 Months
+14.15%
YTD
+13.89%
1 Year
+22.80%
3 Years (annualized)
+19.88%
5 Years (annualized)
+16.18%
10 Years (annualized)
+12.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SUPCX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Risk Moderate Index(^SPTGMU:SP)
This Mutual Fund (YTD)
+13.89%
Peer Avg (YTD)
+11.21%
vs Peers
+2.67%

SUPCX Mutual Fund Performance

SUPCX performance across multiple time periods: 1-month 2.30%, YTD 13.89%, 1-year 22.80%, 3-year 19.88%, 5-year 16.18%, 10-year 12.50%.

SUPCX returns outperform the peer average of 11.21% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

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