SUWIX Mutual Fund

SUWIX Mutual Fund

NAV$41.56
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Returns Overview

1 Month
+3.15%
3 Months
+2.32%
6 Months
+14.65%
YTD
+14.08%
1 Year
+22.38%
3 Years (annualized)
+18.34%
5 Years (annualized)
+11.35%
10 Years (annualized)
+14.04%

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
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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)
+14.08%
Peer Avg (YTD)
+11.21%
vs Peers
+2.87%

SUWIX Mutual Fund Performance

SUWIX performance across multiple time periods: 1-month 3.15%, YTD 14.08%, 1-year 22.38%, 3-year 18.34%, 5-year 11.35%, 10-year 14.04%.

SUWIX returns outperform the peer average of 11.21% 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.