SEGPX Mutual Fund

NAV$42.78

Returns Overview

1 Month
-2.64%
3 Months
+0.55%
6 Months
-0.91%
YTD
+0.94%
1 Year
+4.22%
3 Years (annualized)
+5.49%
5 Years (annualized)
+17.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SEGPX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+0.94%
Peer Avg (YTD)
+1.47%
vs Peers
-0.53%

SEGPX Mutual Fund Performance

SEGPX performance across multiple time periods: 1-month -2.64%, YTD 0.94%, 1-year 4.22%, 3-year 5.49%, 5-year 17.14%.

SEGPX returns trail the peer average of 1.47% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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