SUWIX Mutual Fund

NAV$41.15

Returns Overview

1 Month
-2.66%
3 Months
+14.48%
6 Months
+9.07%
YTD
+8.53%
1 Year
+21.64%
3 Years (annualized)
+17.06%
5 Years (annualized)
+11.09%
10 Years (annualized)
+13.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SUWIX 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)
+8.53%
Peer Avg (YTD)
+9.51%
vs Peers
-0.98%

SUWIX Mutual Fund Performance

SUWIX performance across multiple time periods: 1-month -2.66%, YTD 8.53%, 1-year 21.64%, 3-year 17.06%, 5-year 11.09%, 10-year 13.98%.

SUWIX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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