SECUX Mutual Fund

SECUX Mutual Fund

NAV$40.43
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Returns Overview

1 Month
-1.77%
3 Months
-3.29%
6 Months
-2.66%
YTD
+5.41%
1 Year
+7.39%
3 Years (annualized)
+15.59%
5 Years (annualized)
+2.63%
10 Years (annualized)
+10.84%

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)
+5.41%
Peer Avg (YTD)
+9.56%
vs Peers
-4.16%

SECUX Mutual Fund Performance

SECUX performance across multiple time periods: 1-month -1.77%, YTD 5.41%, 1-year 7.39%, 3-year 15.59%, 5-year 2.63%, 10-year 10.84%.

SECUX returns trail the peer average of 9.56% 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.