SUWAX Mutual Fund

SUWAX Mutual Fund

NAV$40.41
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Returns Overview

1 Month
-2.71%
3 Months
+14.38%
6 Months
+8.91%
YTD
+8.38%
1 Year
+21.28%
3 Years (annualized)
+16.71%
5 Years (annualized)
+10.78%
10 Years (annualized)
+13.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SUWAX 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
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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 Index(^RUI)
This Mutual Fund (YTD)
+8.38%
Peer Avg (YTD)
+9.51%
vs Peers
-1.12%

SUWAX Mutual Fund Performance

SUWAX performance across multiple time periods: 1-month -2.71%, YTD 8.38%, 1-year 21.28%, 3-year 16.71%, 5-year 10.78%, 10-year 13.62%.

SUWAX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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