SECPX Mutual Fund

SECPX Mutual Fund

NAV$9.33
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Returns Overview

1 Month
+0.17%
3 Months
+0.68%
6 Months
+1.22%
YTD
+1.54%
1 Year
+3.41%
3 Years (annualized)
+4.82%
5 Years (annualized)
+3.09%
10 Years (annualized)
+2.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SECPX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.54%
Peer Avg (YTD)
+0.12%
vs Peers
+1.42%

SECPX Mutual Fund Performance

SECPX performance across multiple time periods: 1-month 0.17%, YTD 1.54%, 1-year 3.41%, 3-year 4.82%, 5-year 3.09%, 10-year 2.40%.

SECPX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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