SUVZX Mutual Fund

SUVZX Mutual Fund

NAV$15.27
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Returns Overview

1 Month
+1.92%
3 Months
+9.30%
6 Months
+16.84%
YTD
+24.70%
1 Year
+33.56%
3 Years (annualized)
+20.61%
5 Years (annualized)
+11.84%
10 Years (annualized)
+10.78%

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)
+24.70%
Peer Avg (YTD)
+12.44%
vs Peers
+12.26%

SUVZX Mutual Fund Performance

SUVZX performance across multiple time periods: 1-month 1.92%, YTD 24.70%, 1-year 33.56%, 3-year 20.61%, 5-year 11.84%, 10-year 10.78%.

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.