SEAIX Mutual Fund

SEAIX Mutual Fund

NAV$17.33
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Returns Overview

1 Month
+0.03%
3 Months
+3.77%
6 Months
+8.03%
YTD
+10.58%
1 Year
+21.89%
3 Years (annualized)
+15.79%
5 Years (annualized)
+7.86%
10 Years (annualized)
+8.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SEAIX 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
S&P 500 Index Total Return
This Mutual Fund (YTD)
+10.58%
Peer Avg (YTD)
+5.54%
vs Peers
+5.04%

SEAIX Mutual Fund Performance

SEAIX performance across multiple time periods: 1-month 0.03%, YTD 10.58%, 1-year 21.89%, 3-year 15.79%, 5-year 7.86%, 10-year 8.89%.

SEAIX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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