SECEX Mutual Fund

SECEX Mutual Fund

NAV$26.58
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Returns Overview

1 Month
-2.68%
3 Months
+5.84%
6 Months
+9.91%
YTD
+10.52%
1 Year
+20.63%
3 Years (annualized)
+19.18%
5 Years (annualized)
+11.83%
10 Years (annualized)
+14.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SECEX 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(SPX)
This Mutual Fund (YTD)
+10.52%
Peer Avg (YTD)
+10.67%
vs Peers
-0.15%

SECEX Mutual Fund Performance

SECEX performance across multiple time periods: 1-month -2.68%, YTD 10.52%, 1-year 20.63%, 3-year 19.18%, 5-year 11.83%, 10-year 14.09%.

SECEX returns trail the peer average of 10.67% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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