SUVZX Mutual Fund

SUVZX Mutual Fund

NAV$15.66
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Returns Overview

1 Month
+4.28%
3 Months
+3.31%
6 Months
+15.03%
YTD
+25.38%
1 Year
+32.72%
3 Years (annualized)
+24.22%
5 Years (annualized)
+11.85%
10 Years (annualized)
+11.00%

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
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📉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)
+25.38%
Peer Avg (YTD)
+12.44%
vs Peers
+12.94%

SUVZX Mutual Fund Performance

SUVZX performance across multiple time periods: 1-month 4.28%, YTD 25.38%, 1-year 32.72%, 3-year 24.22%, 5-year 11.85%, 10-year 11.00%.

SUVZX 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.

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