SEECX Mutual Fund

SEECX Mutual Fund

NAV$43.96
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Returns Overview

1 Month
+2.65%
3 Months
+1.50%
6 Months
+12.22%
YTD
+12.37%
1 Year
+18.74%
3 Years (annualized)
+19.99%
5 Years (annualized)
+11.83%
10 Years (annualized)
+13.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SEECX 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)
+12.37%
Peer Avg (YTD)
+11.21%
vs Peers
+1.15%

SEECX Mutual Fund Performance

SEECX performance across multiple time periods: 1-month 2.65%, YTD 12.37%, 1-year 18.74%, 3-year 19.99%, 5-year 11.83%, 10-year 13.90%.

SEECX returns outperform the peer average of 11.21% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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