SEPZ ETF

$46.75

Returns Overview

1 Month
-1.20%
3 Months
+11.67%
6 Months
+7.50%
YTD
+7.36%
1 Year
+16.57%
3 Years (annualized)
+14.98%
5 Years (annualized)
+11.05%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SEPZ 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 500 Price Index
This ETF (YTD)
+7.36%
Peer Avg (YTD)
+9.57%
vs Peers
-2.21%

SEPZ ETF Performance

SEPZ performance across multiple time periods: 1-month -1.20%, YTD 7.36%, 1-year 16.57%, 3-year 14.98%, 5-year 11.05%.

SEPZ returns trail the peer average of 9.57% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-1.20%N/A
3 Months+11.67%N/A
6 Months+7.50%N/A
1 Year+16.57%N/A
3 Years+14.98%N/A
5 Years+11.05%N/A

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