SEIRX Mutual Fund

NAV$16.82

Returns Overview

1 Month
+1.97%
3 Months
+10.74%
6 Months
+14.16%
YTD
+14.01%
1 Year
+14.59%
3 Years (annualized)
+11.60%
5 Years (annualized)
+5.04%
10 Years (annualized)
+5.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SEIRX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Wilshire US Real Estate Securities Index(^WILRESIT)
This Mutual Fund (YTD)
+14.01%
Peer Avg (YTD)
+11.24%
vs Peers
+2.76%

SEIRX Mutual Fund Performance

SEIRX performance across multiple time periods: 1-month 1.97%, YTD 14.01%, 1-year 14.59%, 3-year 11.60%, 5-year 5.04%, 10-year 5.98%.

SEIRX returns outperform the peer average of 11.24% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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