SEMPX Mutual Fund

NAV$8.57

Returns Overview

1 Month
+0.47%
3 Months
+1.06%
6 Months
+1.48%
YTD
+1.59%
1 Year
+5.55%
3 Years (annualized)
+8.74%
5 Years (annualized)
+3.84%
10 Years (annualized)
+3.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SEMPX 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
Bloomberg Barclays US Mortgage Backed Securities Index(^BBUMBS)
This Mutual Fund (YTD)
+1.59%
Peer Avg (YTD)
+3.23%
vs Peers
-1.63%

SEMPX Mutual Fund Performance

SEMPX performance across multiple time periods: 1-month 0.47%, YTD 1.59%, 1-year 5.55%, 3-year 8.74%, 5-year 3.84%, 10-year 3.40%.

SEMPX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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