SUVQX Mutual Fund

SUVQX Mutual Fund

NAV$15.30
See how much of SUVQX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.92%
3 Months
+9.31%
6 Months
+16.87%
YTD
+24.64%
1 Year
+33.50%
3 Years (annualized)
+20.60%
5 Years (annualized)
+11.82%
10 Years (annualized)
+10.75%

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)
+24.64%
Peer Avg (YTD)
+12.44%
vs Peers
+12.20%

SUVQX Mutual Fund Performance

SUVQX performance across multiple time periods: 1-month 1.92%, YTD 24.64%, 1-year 33.50%, 3-year 20.60%, 5-year 11.82%, 10-year 10.75%.

SUVQX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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