SUSAX Mutual Fund

SUSAX Mutual Fund

NAV$9.95
See how much of SUSAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.26%
3 Months
+0.85%
6 Months
+1.49%
YTD
+1.83%
1 Year
+3.81%
3 Years (annualized)
+5.11%
5 Years (annualized)
+3.38%
10 Years (annualized)
+2.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SUSAX 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
Bloomberg Barclays Short US Treasury 9-12 Month Index
This Mutual Fund (YTD)
+1.83%
Peer Avg (YTD)
+0.12%
vs Peers
+1.71%

SUSAX Mutual Fund Performance

SUSAX performance across multiple time periods: 1-month 0.26%, YTD 1.83%, 1-year 3.81%, 3-year 5.11%, 5-year 3.38%, 10-year 2.66%.

SUSAX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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