SEIRX Mutual Fund

SEIRX Mutual Fund

NAV$16.55
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Returns Overview

1 Month
+4.35%
3 Months
-4.47%
6 Months
-0.40%
YTD
+11.63%
1 Year
+11.57%
3 Years (annualized)
+15.24%
5 Years (annualized)
+2.87%
10 Years (annualized)
+6.45%

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
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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
Wilshire US Real Estate Securities Index(^WILRESIT)
This Mutual Fund (YTD)
+11.63%
Peer Avg (YTD)
+13.65%
vs Peers
-2.02%

SEIRX Mutual Fund Performance

SEIRX performance across multiple time periods: 1-month 4.35%, YTD 11.63%, 1-year 11.57%, 3-year 15.24%, 5-year 2.87%, 10-year 6.45%.

SEIRX returns trail the peer average of 13.65% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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