SUPCX Mutual Fund

SUPCX Mutual Fund

NAV$23.96
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Returns Overview

1 Month
-1.28%
3 Months
+0.17%
6 Months
+6.93%
YTD
+11.51%
1 Year
+12.98%
3 Years (annualized)
+21.09%
5 Years (annualized)
+10.48%
10 Years (annualized)
+9.88%

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
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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
S&P Target Risk Moderate Index(^SPTGMU:SP)
This Mutual Fund (YTD)
+11.51%
Peer Avg (YTD)
+10.80%
vs Peers
+0.71%

SUPCX Mutual Fund Performance

SUPCX performance across multiple time periods: 1-month -1.28%, YTD 11.51%, 1-year 12.98%, 3-year 21.09%, 5-year 10.48%, 10-year 9.88%.

SUPCX returns outperform the peer average of 10.80% 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.