SEKRX Mutual Fund

SEKRX Mutual Fund

NAV$24.35
See how much of SEKRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-12.09%
3 Months
-10.67%
6 Months
-8.20%
YTD
+6.28%
1 Year
+10.62%
3 Years (annualized)
+19.07%
5 Years (annualized)
+3.50%
10 Years (annualized)
+7.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SEKRX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+6.28%
Peer Avg (YTD)
+9.82%
vs Peers
-3.54%

SEKRX Mutual Fund Performance

SEKRX performance across multiple time periods: 1-month -12.09%, YTD 6.28%, 1-year 10.62%, 3-year 19.07%, 5-year 3.50%, 10-year 7.94%.

SEKRX 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.

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