SEFCX Mutual Fund

NAV$14.93

Returns Overview

1 Month
-0.49%
3 Months
+8.21%
6 Months
+10.22%
YTD
+8.62%
1 Year
+23.10%
3 Years (annualized)
+19.14%
5 Years (annualized)
+10.25%
10 Years (annualized)
+10.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SEFCX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+8.62%
Peer Avg (YTD)
+9.13%
vs Peers
-0.51%

SEFCX Mutual Fund Performance

SEFCX performance across multiple time periods: 1-month -0.49%, YTD 8.62%, 1-year 23.10%, 3-year 19.14%, 5-year 10.25%, 10-year 10.34%.

SEFCX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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