SUVQX Mutual Fund

SUVQX Mutual Fund

NAV$15.37
See inside every fund you own
$99/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+2.77%
3 Months
+14.04%
6 Months
+17.18%
YTD
+16.24%
1 Year
+30.56%
3 Years (annualized)
+17.33%
5 Years (annualized)
+10.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SUVQX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+16.24%
Peer Avg (YTD)
+9.49%
vs Peers
+6.75%

SUVQX Mutual Fund Performance

SUVQX performance across multiple time periods: 1-month 2.77%, YTD 16.24%, 1-year 30.56%, 3-year 17.33%, 5-year 10.30%.

SUVQX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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