SEKIX Mutual Fund

SEKIX Mutual Fund

NAV$23.87
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Returns Overview

1 Month
-12.09%
3 Months
-10.67%
6 Months
-8.17%
YTD
+6.31%
1 Year
+10.63%
3 Years (annualized)
+19.08%
5 Years (annualized)
+3.49%
10 Years (annualized)
+5.96%

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)
+6.31%
Peer Avg (YTD)
+9.82%
vs Peers
-3.52%

SEKIX Mutual Fund Performance

SEKIX performance across multiple time periods: 1-month -12.09%, YTD 6.31%, 1-year 10.63%, 3-year 19.08%, 5-year 3.49%, 10-year 5.96%.

SEKIX returns trail the peer average of 9.82% 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.