SEEBX Mutual Fund

SEEBX Mutual Fund

NAV$24.42
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Returns Overview

1 Month
-3.22%
3 Months
+4.89%
6 Months
+18.04%
YTD
+7.09%
1 Year
+18.32%
3 Years (annualized)
+6.15%
5 Years (annualized)
+9.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SEEBX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.09%
Peer Avg (YTD)
+5.95%
vs Peers
+1.14%

SEEBX Mutual Fund Performance

SEEBX performance across multiple time periods: 1-month -3.22%, YTD 7.09%, 1-year 18.32%, 3-year 6.15%, 5-year 9.39%.

SEEBX returns outperform the peer average of 5.95% YTD. With an expense ratio of 1.61%, investors should weigh costs against performance when evaluating this mutual fund.

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