SEEHX Mutual Fund

SEEHX Mutual Fund

NAV$34.11
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Returns Overview

1 Month
-0.99%
3 Months
+15.24%
6 Months
+9.83%
YTD
+9.64%
1 Year
+20.42%
3 Years (annualized)
+18.58%
5 Years (annualized)
+12.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SEEHX 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)
+9.64%
Peer Avg (YTD)
+9.51%
vs Peers
+0.14%

SEEHX Mutual Fund Performance

SEEHX performance across multiple time periods: 1-month -0.99%, YTD 9.64%, 1-year 20.42%, 3-year 18.58%, 5-year 12.15%.

SEEHX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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