SEFCX Mutual Fund

SEFCX Mutual Fund

NAV$14.55
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Returns Overview

1 Month
+2.38%
3 Months
+5.24%
6 Months
+4.58%
YTD
+16.56%
1 Year
+26.73%
3 Years (annualized)
+21.44%
5 Years (annualized)
+11.14%
10 Years (annualized)
+10.56%

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
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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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+16.56%
Peer Avg (YTD)
+10.17%
vs Peers
+6.39%

SEFCX Mutual Fund Performance

SEFCX performance across multiple time periods: 1-month 2.38%, YTD 16.56%, 1-year 26.73%, 3-year 21.44%, 5-year 11.14%, 10-year 10.56%.

SEFCX returns outperform the peer average of 10.17% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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