SEMVX Mutual Fund

SEMVX Mutual Fund

NAV$29.65
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Returns Overview

1 Month
+3.70%
3 Months
-3.83%
6 Months
+8.12%
YTD
+26.14%
1 Year
+45.68%
3 Years (annualized)
+25.41%
5 Years (annualized)
+8.04%
10 Years (annualized)
+10.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SEMVX 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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+26.14%
Peer Avg (YTD)
+20.14%
vs Peers
+6.00%

SEMVX Mutual Fund Performance

SEMVX performance across multiple time periods: 1-month 3.70%, YTD 26.14%, 1-year 45.68%, 3-year 25.41%, 5-year 8.04%, 10-year 10.05%.

SEMVX returns outperform the peer average of 20.14% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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