SUSYX Mutual Fund

SUSYX Mutual Fund

NAV$14.65
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Returns Overview

1 Month
+5.78%
3 Months
+6.73%
6 Months
+7.20%
YTD
+9.98%
1 Year
+14.64%
3 Years (annualized)
+12.81%
5 Years (annualized)
+8.68%
10 Years (annualized)
+9.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SUSYX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+9.98%
Peer Avg (YTD)
+11.41%
vs Peers
-1.43%

SUSYX Mutual Fund Performance

SUSYX performance across multiple time periods: 1-month 5.78%, YTD 9.98%, 1-year 14.64%, 3-year 12.81%, 5-year 8.68%, 10-year 9.12%.

SUSYX returns trail the peer average of 11.41% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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