SUWZX Mutual Fund

SUWZX Mutual Fund

NAV$41.10
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Returns Overview

1 Month
-2.67%
3 Months
+14.51%
6 Months
+9.11%
YTD
+8.57%
1 Year
+21.73%
3 Years (annualized)
+17.14%
5 Years (annualized)
+11.18%
10 Years (annualized)
+14.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SUWZX 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)
+8.57%
Peer Avg (YTD)
+9.51%
vs Peers
-0.94%

SUWZX Mutual Fund Performance

SUWZX performance across multiple time periods: 1-month -2.67%, YTD 8.57%, 1-year 21.73%, 3-year 17.14%, 5-year 11.18%, 10-year 14.01%.

SUWZX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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