SEEKX Mutual Fund

SEEKX Mutual Fund

NAV$43.07
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Returns Overview

1 Month
-0.97%
3 Months
+1.22%
6 Months
+5.42%
YTD
+10.65%
1 Year
+10.40%
3 Years (annualized)
+22.05%
5 Years (annualized)
+10.69%
10 Years (annualized)
+13.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SEEKX 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)
+10.65%
Peer Avg (YTD)
+9.28%
vs Peers
+1.37%

SEEKX Mutual Fund Performance

SEEKX performance across multiple time periods: 1-month -0.97%, YTD 10.65%, 1-year 10.40%, 3-year 22.05%, 5-year 10.69%, 10-year 13.68%.

SEEKX returns outperform the peer average of 9.28% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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