SUVCX Mutual Fund

NAV$12.19

Returns Overview

1 Month
+2.59%
3 Months
+13.55%
6 Months
+16.31%
YTD
+15.49%
1 Year
+28.66%
3 Years (annualized)
+15.55%
5 Years (annualized)
+8.75%
10 Years (annualized)
+8.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SUVCX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+15.49%
Peer Avg (YTD)
+9.49%
vs Peers
+6.00%

SUVCX Mutual Fund Performance

SUVCX performance across multiple time periods: 1-month 2.59%, YTD 15.49%, 1-year 28.66%, 3-year 15.55%, 5-year 8.75%, 10-year 8.57%.

SUVCX returns outperform the peer average of 9.49% YTD. With an expense ratio of 2.13%, investors should weigh costs against performance when evaluating this mutual fund.

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