SECEX Mutual Fund

NAV$26.80

Returns Overview

1 Month
+0.11%
3 Months
+21.00%
6 Months
+13.71%
YTD
+13.57%
1 Year
+25.96%
3 Years (annualized)
+21.56%
5 Years (annualized)
+12.94%
10 Years (annualized)
+14.84%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.57%
Peer Avg (YTD)
+8.61%
vs Peers
+4.96%

SECEX Mutual Fund Performance

SECEX performance across multiple time periods: 1-month 0.11%, YTD 13.57%, 1-year 25.96%, 3-year 21.56%, 5-year 12.94%, 10-year 14.84%.

SECEX returns outperform the peer average of 8.61% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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