SUSYX Mutual Fund

SUSYX Mutual Fund

NAV$14.52
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Returns Overview

1 Month
-0.51%
3 Months
+3.34%
6 Months
+3.65%
YTD
+3.97%
1 Year
+7.48%
3 Years (annualized)
+11.48%
5 Years (annualized)
+7.88%
10 Years (annualized)
+8.80%

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
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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+3.97%
Peer Avg (YTD)
+9.49%
vs Peers
-5.52%

SUSYX Mutual Fund Performance

SUSYX performance across multiple time periods: 1-month -0.51%, YTD 3.97%, 1-year 7.48%, 3-year 11.48%, 5-year 7.88%, 10-year 8.80%.

SUSYX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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