SEMMX Mutual Fund

SEMMX Mutual Fund

NAV$8.36
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Returns Overview

1 Month
+0.38%
3 Months
+0.54%
6 Months
+0.02%
YTD
+1.75%
1 Year
+4.42%
3 Years (annualized)
+8.54%
5 Years (annualized)
+3.64%
10 Years (annualized)
+3.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SEMMX 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
Bloomberg Barclays US Mortgage Backed Securities Index(^BBUMBS)
This Mutual Fund (YTD)
+1.75%
Peer Avg (YTD)
+2.15%
vs Peers
-0.41%

SEMMX Mutual Fund Performance

SEMMX performance across multiple time periods: 1-month 0.38%, YTD 1.75%, 1-year 4.42%, 3-year 8.54%, 5-year 3.64%, 10-year 3.29%.

SEMMX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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