SEEFX Mutual Fund

NAV$15.56

Returns Overview

1 Month
+2.84%
3 Months
+3.67%
6 Months
+11.33%
YTD
+3.43%
1 Year
+21.61%
3 Years (annualized)
+16.20%
5 Years (annualized)
+7.61%
10 Years (annualized)
+10.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SEEFX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Global 1200 Index(^SPG1200)
This Mutual Fund (YTD)
+3.43%
Peer Avg (YTD)
+4.42%
vs Peers
-0.99%

SEEFX Mutual Fund Performance

SEEFX performance across multiple time periods: 1-month 2.84%, YTD 3.43%, 1-year 21.61%, 3-year 16.20%, 5-year 7.61%, 10-year 10.88%.

SEEFX returns trail the peer average of 4.42% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

SEEFX performance comparison shows side-by-side returns with another fund. SEEFX alternatives are available in the Mutual Fund Screener.