SEATX Mutual Fund

SEATX Mutual Fund

NAV$8.88
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Returns Overview

1 Month
-1.74%
3 Months
-0.17%
6 Months
+0.68%
YTD
+1.40%
1 Year
+4.54%
3 Years (annualized)
+4.08%
5 Years (annualized)
+0.37%
10 Years (annualized)
+2.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SEATX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Municipal Bond Index
This Mutual Fund (YTD)
+1.40%
Peer Avg (YTD)
+0.12%
vs Peers
+1.28%

SEATX Mutual Fund Performance

SEATX performance across multiple time periods: 1-month -1.74%, YTD 1.40%, 1-year 4.54%, 3-year 4.08%, 5-year 0.37%, 10-year 2.80%.

SEATX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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