SUSTX Mutual Fund

SUSTX Mutual Fund

NAV$14.92
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Returns Overview

1 Month
+3.02%
3 Months
+7.14%
6 Months
+3.73%
YTD
+4.24%
1 Year
+7.17%
3 Years (annualized)
+10.88%
5 Years (annualized)
+11.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SUSTX 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
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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)
+4.24%
Peer Avg (YTD)
+4.22%
vs Peers
+0.02%

SUSTX Mutual Fund Performance

SUSTX performance across multiple time periods: 1-month 3.02%, YTD 4.24%, 1-year 7.17%, 3-year 10.88%, 5-year 11.01%.

SUSTX returns outperform the peer average of 4.22% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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