SEQFX Mutual Fund

NAV$17.17

Returns Overview

1 Month
+0.91%
3 Months
+21.52%
6 Months
+25.66%
YTD
+22.95%
1 Year
+39.93%
3 Years (annualized)
+20.95%
5 Years (annualized)
+6.38%
10 Years (annualized)
+9.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SEQFX 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 & Frontier Markets Index(MEFM)
This Mutual Fund (YTD)
+22.95%
Peer Avg (YTD)
+23.08%
vs Peers
-0.12%

SEQFX Mutual Fund Performance

SEQFX performance across multiple time periods: 1-month 0.91%, YTD 22.95%, 1-year 39.93%, 3-year 20.95%, 5-year 6.38%, 10-year 9.33%.

SEQFX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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