SEPCX Mutual Fund

NAV$9.62

Returns Overview

6 Months
-0.17%
1 Year
+7.41%
3 Years (annualized)
+3.60%
5 Years (annualized)
+3.90%
10 Years (annualized)
+1.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SEPCX 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
Lipper Natural Resources Fund

SEPCX Mutual Fund Performance

SEPCX performance across multiple time periods: 1-year 7.41%, 3-year 3.60%, 5-year 3.90%, 10-year 1.82%.

SEPCX returns can be compared against peers and benchmarks. With an expense ratio of 4.85%, investors should weigh costs against performance when evaluating this mutual fund.

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