SEKIX Mutual Fund

SEKIX Mutual Fund

NAV$29.27
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Returns Overview

1 Month
-8.37%
3 Months
+2.80%
6 Months
+10.88%
YTD
+21.75%
1 Year
+39.81%
3 Years (annualized)
+18.65%
5 Years (annualized)
+5.34%
10 Years (annualized)
+7.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SEKIX 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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+21.75%
Peer Avg (YTD)
+17.66%
vs Peers
+4.09%

SEKIX Mutual Fund Performance

SEKIX performance across multiple time periods: 1-month -8.37%, YTD 21.75%, 1-year 39.81%, 3-year 18.65%, 5-year 5.34%, 10-year 7.70%.

SEKIX returns outperform the peer average of 17.66% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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