SUWCX Mutual Fund

SUWCX Mutual Fund

NAV$36.30
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Returns Overview

1 Month
+1.84%
3 Months
+5.40%
6 Months
+9.24%
YTD
+9.95%
1 Year
+19.46%
3 Years (annualized)
+16.77%
5 Years (annualized)
+10.87%
10 Years (annualized)
+13.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SUWCX 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)
+9.95%
Peer Avg (YTD)
+9.41%
vs Peers
+0.54%

SUWCX Mutual Fund Performance

SUWCX performance across multiple time periods: 1-month 1.84%, YTD 9.95%, 1-year 19.46%, 3-year 16.77%, 5-year 10.87%, 10-year 13.02%.

SUWCX returns outperform the peer average of 9.41% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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