SEFIX Mutual Fund

SEFIX Mutual Fund

NAV$8.89
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Returns Overview

1 Month
-0.67%
3 Months
+0.23%
6 Months
-0.67%
YTD
-0.22%
1 Year
+0.64%
3 Years (annualized)
+3.01%
5 Years (annualized)
+0.10%
10 Years (annualized)
+1.08%

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
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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
Bloomberg Global Aggregate ex-US Index
This Mutual Fund (YTD)
-0.22%
Peer Avg (YTD)
+0.25%
vs Peers
-0.47%

SEFIX Mutual Fund Performance

SEFIX performance across multiple time periods: 1-month -0.67%, YTD -0.22%, 1-year 0.64%, 3-year 3.01%, 5-year 0.10%, 10-year 1.08%.

SEFIX returns trail the peer average of 0.25% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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