SUSLX Mutual Fund

NAV$14.91
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Returns Overview

1 Month
+3.02%
3 Months
+7.07%
6 Months
+3.59%
YTD
+4.09%
1 Year
+6.84%
3 Years (annualized)
+10.61%
5 Years (annualized)
+10.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SUSLX 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

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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 500 Index(SPX)
This Mutual Fund (YTD)
+4.09%
Peer Avg (YTD)
+4.22%
vs Peers
-0.13%

SUSLX Mutual Fund Performance

SUSLX performance across multiple time periods: 1-month 3.02%, YTD 4.09%, 1-year 6.84%, 3-year 10.61%, 5-year 10.83%.

SUSLX returns trail the peer average of 4.22% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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