SUVAX Mutual Fund

SUVAX Mutual Fund

NAV$14.83
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Returns Overview

1 Month
+4.30%
3 Months
+3.28%
6 Months
+14.93%
YTD
+25.04%
1 Year
+32.42%
3 Years (annualized)
+23.84%
5 Years (annualized)
+11.50%
10 Years (annualized)
+10.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SUVAX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+25.04%
Peer Avg (YTD)
+12.44%
vs Peers
+12.61%

SUVAX Mutual Fund Performance

SUVAX performance across multiple time periods: 1-month 4.30%, YTD 25.04%, 1-year 32.42%, 3-year 23.84%, 5-year 11.50%, 10-year 10.64%.

SUVAX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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