SEAAX Mutual Fund

SEAAX Mutual Fund

NAV$23.81
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Returns Overview

1 Month
-1.81%
3 Months
-2.30%
6 Months
+3.14%
YTD
-2.03%
1 Year
-0.80%
3 Years (annualized)
-3.88%
5 Years (annualized)
-1.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SEAAX 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
Bloomberg Barclays US Government/Credit Total Return USD(^BBUGCRTR)
This Mutual Fund (YTD)
-2.03%
Peer Avg (YTD)
-1.62%
vs Peers
-0.41%

SEAAX Mutual Fund Performance

SEAAX performance across multiple time periods: 1-month -1.81%, YTD -2.03%, 1-year -0.80%, 3-year -3.88%, 5-year -1.94%.

SEAAX returns trail the peer average of -1.62% YTD. With an expense ratio of 1.70%, investors should weigh costs against performance when evaluating this mutual fund.

SEAAX performance comparison shows side-by-side returns with another fund. SEAAX alternatives are available in the Mutual Fund Screener.