SEPKX Mutual Fund

SEPKX Mutual Fund

NAV$61.16
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Returns Overview

1 Month
+0.82%
3 Months
+9.30%
6 Months
+15.23%
YTD
+13.91%
1 Year
+21.54%
3 Years (annualized)
+14.81%
5 Years (annualized)
+4.28%
10 Years (annualized)
+10.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SEPKX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+13.91%
Peer Avg (YTD)
+6.89%
vs Peers
+7.02%

SEPKX Mutual Fund Performance

SEPKX performance across multiple time periods: 1-month 0.82%, YTD 13.91%, 1-year 21.54%, 3-year 14.81%, 5-year 4.28%, 10-year 10.64%.

SEPKX returns outperform the peer average of 6.89% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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