SEHAX Mutual Fund

SEHAX Mutual Fund

NAV$18.77
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Returns Overview

1 Month
+2.33%
3 Months
+7.25%
6 Months
+11.97%
YTD
+13.76%
1 Year
+24.46%
3 Years (annualized)
+21.05%
5 Years (annualized)
+13.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SEHAX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+13.76%
Peer Avg (YTD)
+9.41%
vs Peers
+4.35%

SEHAX Mutual Fund Performance

SEHAX performance across multiple time periods: 1-month 2.33%, YTD 13.76%, 1-year 24.46%, 3-year 21.05%, 5-year 13.45%.

SEHAX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.32%, investors should weigh costs against performance when evaluating this mutual fund.

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