SUPCX Mutual Fund

NAV$24.61

Returns Overview

3 Months
+16.44%
6 Months
+10.29%
YTD
+9.93%
1 Year
+23.36%
3 Years (annualized)
+19.01%
5 Years (annualized)
+16.01%
10 Years (annualized)
+12.40%

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

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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
S&P Target Risk Moderate Index(^SPTGMU:SP)
This Mutual Fund (YTD)
+9.93%
Peer Avg (YTD)
+9.51%
vs Peers
+0.42%

SUPCX Mutual Fund Performance

SUPCX performance across multiple time periods: YTD 9.93%, 1-year 23.36%, 3-year 19.01%, 5-year 16.01%, 10-year 12.40%.

SUPCX returns outperform the peer average of 9.51% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

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