SEMGX Mutual Fund

SEMGX Mutual Fund

NAV$29.24
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Returns Overview

1 Month
-8.40%
3 Months
+2.76%
6 Months
+10.80%
YTD
+21.67%
1 Year
+39.68%
3 Years (annualized)
+18.57%
5 Years (annualized)
+5.24%
10 Years (annualized)
+7.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SEMGX 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)
+21.67%
Peer Avg (YTD)
+17.66%
vs Peers
+4.01%

SEMGX Mutual Fund Performance

SEMGX performance across multiple time periods: 1-month -8.40%, YTD 21.67%, 1-year 39.68%, 3-year 18.57%, 5-year 5.24%, 10-year 7.63%.

SEMGX returns outperform the peer average of 17.66% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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