SECPX Mutual Fund

SECPX Mutual Fund

NAV$9.29
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Returns Overview

1 Month
+0.33%
3 Months
+0.72%
6 Months
+1.29%
YTD
+1.91%
1 Year
+3.21%
3 Years (annualized)
+4.79%
5 Years (annualized)
+3.16%
10 Years (annualized)
+2.43%

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
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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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.91%
Peer Avg (YTD)
+2.15%
vs Peers
-0.24%

SECPX Mutual Fund Performance

SECPX performance across multiple time periods: 1-month 0.33%, YTD 1.91%, 1-year 3.21%, 3-year 4.79%, 5-year 3.16%, 10-year 2.43%.

SECPX returns trail the peer average of 2.15% 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.