SEMIX Mutual Fund

SEMIX Mutual Fund

NAV$9.52
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Returns Overview

1 Month
+0.38%
3 Months
+1.44%
6 Months
+2.52%
YTD
+3.12%
1 Year
+5.77%
3 Years (annualized)
+6.93%
5 Years (annualized)
+4.67%
10 Years (annualized)
+3.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SEMIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays 1-3 Year US Treasury Index(^BB3YUST)
This Mutual Fund (YTD)
+3.12%
Peer Avg (YTD)
+0.12%
vs Peers
+3.00%

SEMIX Mutual Fund Performance

SEMIX performance across multiple time periods: 1-month 0.38%, YTD 3.12%, 1-year 5.77%, 3-year 6.93%, 5-year 4.67%, 10-year 3.39%.

SEMIX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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