SECIX Mutual Fund

SECIX Mutual Fund

NAV$47.98
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Returns Overview

1 Month
+2.84%
3 Months
+1.77%
6 Months
+5.63%
YTD
+9.56%
1 Year
+11.99%
3 Years (annualized)
+11.97%
5 Years (annualized)
+3.48%
10 Years (annualized)
+4.16%

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
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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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+9.56%
Peer Avg (YTD)
+12.44%
vs Peers
-2.88%

SECIX Mutual Fund Performance

SECIX performance across multiple time periods: 1-month 2.84%, YTD 9.56%, 1-year 11.99%, 3-year 11.97%, 5-year 3.48%, 10-year 4.16%.

SECIX returns trail the peer average of 12.44% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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