SEMRX Mutual Fund

SEMRX Mutual Fund

NAV$9.53
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Returns Overview

1 Month
+0.47%
3 Months
+1.48%
6 Months
+2.40%
YTD
+3.09%
1 Year
+5.62%
3 Years (annualized)
+6.51%
5 Years (annualized)
+4.60%
10 Years (annualized)
+3.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SEMRX 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 1-3 Year US Treasury Index(^BB3YUST)
This Mutual Fund (YTD)
+3.09%
Peer Avg (YTD)
+0.12%
vs Peers
+2.96%

SEMRX Mutual Fund Performance

SEMRX performance across multiple time periods: 1-month 0.47%, YTD 3.09%, 1-year 5.62%, 3-year 6.51%, 5-year 4.60%, 10-year 3.27%.

SEMRX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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