SUSSX Mutual Fund

SUSSX Mutual Fund

NAV$18.05
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Returns Overview

1 Month
+2.38%
3 Months
+2.20%
6 Months
+10.88%
YTD
+9.78%
1 Year
+16.14%
3 Years (annualized)
+19.48%
5 Years (annualized)
+11.59%
10 Years (annualized)
+15.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SUSSX 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 500 Index(SPX)
This Mutual Fund (YTD)
+9.78%
Peer Avg (YTD)
+11.21%
vs Peers
-1.44%

SUSSX Mutual Fund Performance

SUSSX performance across multiple time periods: 1-month 2.38%, YTD 9.78%, 1-year 16.14%, 3-year 19.48%, 5-year 11.59%, 10-year 15.04%.

SUSSX returns trail the peer average of 11.21% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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