SEEGX Mutual Fund

SEEGX Mutual Fund

NAV$88.33
See how much of SEEGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.59%
3 Months
-4.17%
6 Months
+6.27%
YTD
+2.30%
1 Year
+6.34%
3 Years (annualized)
+18.55%
5 Years (annualized)
+9.87%
10 Years (annualized)
+18.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SEEGX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+2.30%
Peer Avg (YTD)
+8.51%
vs Peers
-6.21%

SEEGX Mutual Fund Performance

SEEGX performance across multiple time periods: 1-month 3.59%, YTD 2.30%, 1-year 6.34%, 3-year 18.55%, 5-year 9.87%, 10-year 18.84%.

SEEGX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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