SUWAX Mutual Fund

SUWAX Mutual Fund

NAV$40.50
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Returns Overview

1 Month
+1.90%
3 Months
+5.59%
6 Months
+9.67%
YTD
+10.45%
1 Year
+20.39%
3 Years (annualized)
+17.70%
5 Years (annualized)
+10.77%
10 Years (annualized)
+13.37%

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)
+10.45%
Peer Avg (YTD)
+9.41%
vs Peers
+1.03%

SUWAX Mutual Fund Performance

SUWAX performance across multiple time periods: 1-month 1.90%, YTD 10.45%, 1-year 20.39%, 3-year 17.70%, 5-year 10.77%, 10-year 13.37%.

SUWAX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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