SEKRX Mutual Fund

NAV$28.29

Returns Overview

1 Month
+2.74%
3 Months
+30.74%
6 Months
+32.85%
YTD
+29.84%
1 Year
+52.46%
3 Years (annualized)
+24.09%
5 Years (annualized)
+5.65%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+29.84%
Peer Avg (YTD)
+23.08%
vs Peers
+6.77%

SEKRX Mutual Fund Performance

SEKRX performance across multiple time periods: 1-month 2.74%, YTD 29.84%, 1-year 52.46%, 3-year 24.09%, 5-year 5.65%.

SEKRX returns outperform the peer average of 23.08% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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