SUWIX Mutual Fund

SUWIX Mutual Fund

NAV$41.14
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Returns Overview

1 Month
+1.91%
3 Months
+5.66%
6 Months
+9.82%
YTD
+10.60%
1 Year
+20.71%
3 Years (annualized)
+18.01%
5 Years (annualized)
+11.08%
10 Years (annualized)
+13.72%

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
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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)
+10.60%
Peer Avg (YTD)
+9.41%
vs Peers
+1.19%

SUWIX Mutual Fund Performance

SUWIX performance across multiple time periods: 1-month 1.91%, YTD 10.60%, 1-year 20.71%, 3-year 18.01%, 5-year 11.08%, 10-year 13.72%.

SUWIX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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