SEMGX Mutual Fund

NAV$28.37

Returns Overview

1 Month
+2.77%
3 Months
+30.73%
6 Months
+32.84%
YTD
+29.84%
1 Year
+52.35%
3 Years (annualized)
+23.99%
5 Years (annualized)
+5.57%
10 Years (annualized)
+9.09%

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
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
+6.76%

SEMGX Mutual Fund Performance

SEMGX performance across multiple time periods: 1-month 2.77%, YTD 29.84%, 1-year 52.35%, 3-year 23.99%, 5-year 5.57%, 10-year 9.09%.

SEMGX returns outperform the peer average of 23.08% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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