SUVZX Mutual Fund

NAV$15.31

Returns Overview

1 Month
+2.70%
3 Months
+13.94%
6 Months
+17.17%
YTD
+16.22%
1 Year
+30.44%
3 Years (annualized)
+17.31%
5 Years (annualized)
+10.30%
10 Years (annualized)
+10.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SUVZX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+16.22%
Peer Avg (YTD)
+9.49%
vs Peers
+6.74%

SUVZX Mutual Fund Performance

SUVZX performance across multiple time periods: 1-month 2.70%, YTD 16.22%, 1-year 30.44%, 3-year 17.31%, 5-year 10.30%, 10-year 10.07%.

SUVZX 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.

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