SEMCX Mutual Fund

SEMCX Mutual Fund

NAV$30.73
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Returns Overview

1 Month
+1.95%
3 Months
+3.96%
6 Months
+7.89%
YTD
+16.55%
1 Year
+18.68%
3 Years (annualized)
+16.39%
5 Years (annualized)
+8.45%
10 Years (annualized)
+10.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SEMCX 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
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+16.55%
Peer Avg (YTD)
+9.89%
vs Peers
+6.66%

SEMCX Mutual Fund Performance

SEMCX performance across multiple time periods: 1-month 1.95%, YTD 16.55%, 1-year 18.68%, 3-year 16.39%, 5-year 8.45%, 10-year 10.39%.

SEMCX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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