SEMTX Mutual Fund

NAV$28.37

Returns Overview

1 Month
+0.43%
3 Months
+27.05%
6 Months
+32.03%
YTD
+28.50%
1 Year
+62.09%
3 Years (annualized)
+26.67%
5 Years (annualized)
+8.65%
10 Years (annualized)
+11.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SEMTX 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)
+28.50%
Peer Avg (YTD)
+23.08%
vs Peers
+5.43%

SEMTX Mutual Fund Performance

SEMTX performance across multiple time periods: 1-month 0.43%, YTD 28.50%, 1-year 62.09%, 3-year 26.67%, 5-year 8.65%, 10-year 11.80%.

SEMTX returns outperform the peer average of 23.08% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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