SEPZ ETF

SEPZ ETF
$46.57
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Returns Overview

1 Month
-0.20%
3 Months
+3.04%
6 Months
+6.21%
YTD
+7.14%
1 Year
+14.35%
3 Years (annualized)
+14.04%
5 Years (annualized)
+10.55%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Price Index
This ETF (YTD)
+7.14%
Peer Avg (YTD)
+8.62%
vs Peers
-1.48%

SEPZ ETF Performance

SEPZ performance across multiple time periods: 1-month -0.20%, YTD 7.14%, 1-year 14.35%, 3-year 14.04%, 5-year 10.55%.

SEPZ returns trail the peer average of 8.62% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-0.20%N/A
3 Months+3.04%N/A
6 Months+6.21%N/A
1 Year+14.35%N/A
3 Years+14.04%N/A
5 Years+10.55%N/A

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