SUWCX Mutual Fund

NAV$36.33

Returns Overview

1 Month
-2.77%
3 Months
+14.14%
6 Months
+8.47%
YTD
+7.96%
1 Year
+20.33%
3 Years (annualized)
+17.45%
5 Years (annualized)
+15.33%
10 Years (annualized)
+16.75%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+7.96%
Peer Avg (YTD)
+9.51%
vs Peers
-1.55%

SUWCX Mutual Fund Performance

SUWCX performance across multiple time periods: 1-month -2.77%, YTD 7.96%, 1-year 20.33%, 3-year 17.45%, 5-year 15.33%, 10-year 16.75%.

SUWCX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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