SEF ETF

$29.37

Returns Overview

1 Month
-3.83%
3 Months
-7.13%
6 Months
+3.22%
YTD
+3.52%
1 Year
+0.79%
3 Years (annualized)
-11.13%
5 Years (annualized)
-6.68%
10 Years (annualized)
-12.11%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SEF 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
S&P Financial Select Sector Index(IXM)
This ETF (YTD)
+3.52%
Peer Avg (YTD)
+12.13%
vs Peers
-8.61%

SEF ETF Performance

SEF performance across multiple time periods: 1-month -3.83%, YTD 3.52%, 1-year 0.79%, 3-year -11.13%, 5-year -6.68%, 10-year -12.11%.

SEF returns trail the peer average of 12.13% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this ETF.

SEF performance comparison shows side-by-side returns with another fund. SEF alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-3.83%N/A
3 Months-7.13%N/A
6 Months+3.22%N/A
1 Year+0.79%N/A
3 Years-11.13%N/A
5 Years-6.68%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized