SEBLX Mutual Fund

NAV$31.85

Returns Overview

1 Month
-1.51%
3 Months
+7.26%
6 Months
+2.16%
YTD
+2.20%
1 Year
+13.58%
3 Years (annualized)
+12.53%
5 Years (annualized)
+7.05%
10 Years (annualized)
+10.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SEBLX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+2.20%
Peer Avg (YTD)
+5.87%
vs Peers
-3.67%

SEBLX Mutual Fund Performance

SEBLX performance across multiple time periods: 1-month -1.51%, YTD 2.20%, 1-year 13.58%, 3-year 12.53%, 5-year 7.05%, 10-year 10.12%.

SEBLX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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