SECUX Mutual Fund

SECUX Mutual Fund

NAV$42.00
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Returns Overview

1 Month
-2.50%
3 Months
-7.15%
6 Months
+7.17%
YTD
+7.30%
1 Year
+6.97%
3 Years (annualized)
+13.14%
5 Years (annualized)
+3.80%
10 Years (annualized)
+10.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SECUX 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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+7.30%
Peer Avg (YTD)
+7.91%
vs Peers
-0.61%

SECUX Mutual Fund Performance

SECUX performance across multiple time periods: 1-month -2.50%, YTD 7.30%, 1-year 6.97%, 3-year 13.14%, 5-year 3.80%, 10-year 10.88%.

SECUX returns trail the peer average of 7.91% YTD. With an expense ratio of 1.52%, investors should weigh costs against performance when evaluating this mutual fund.

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