SEFIX Mutual Fund

NAV$8.94

Returns Overview

1 Month
+0.45%
3 Months
+1.24%
6 Months
+0.34%
YTD
+0.45%
1 Year
+1.09%
3 Years (annualized)
+3.32%
5 Years (annualized)
+0.44%
10 Years (annualized)
+1.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SEFIX 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
Bloomberg Global Aggregate ex-US Index
This Mutual Fund (YTD)
+0.45%
Peer Avg (YTD)
+0.99%
vs Peers
-0.54%

SEFIX Mutual Fund Performance

SEFIX performance across multiple time periods: 1-month 0.45%, YTD 0.45%, 1-year 1.09%, 3-year 3.32%, 5-year 0.44%, 10-year 1.22%.

SEFIX returns trail the peer average of 0.99% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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