SECIX Mutual Fund

NAV$48.33

Returns Overview

1 Month
-0.95%
3 Months
+8.38%
6 Months
+6.40%
YTD
+6.06%
1 Year
+16.32%
3 Years (annualized)
+12.69%
5 Years (annualized)
+9.52%
10 Years (annualized)
+10.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SECIX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+6.06%
Peer Avg (YTD)
+9.49%
vs Peers
-3.43%

SECIX Mutual Fund Performance

SECIX performance across multiple time periods: 1-month -0.95%, YTD 6.06%, 1-year 16.32%, 3-year 12.69%, 5-year 9.52%, 10-year 10.62%.

SECIX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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