SEQPX Mutual Fund

NAV$16.27

Returns Overview

1 Month
-1.38%
3 Months
+2.34%
6 Months
-1.77%
YTD
+2.79%
1 Year
+5.34%
3 Years (annualized)
+5.86%
5 Years (annualized)
+14.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SEQPX 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
S&P Developed ex US BMI Index NR USD(^SPCBMIGRWUUSD.NTR)
This Mutual Fund (YTD)
+2.79%
Peer Avg (YTD)
+1.47%
vs Peers
+1.32%

SEQPX Mutual Fund Performance

SEQPX performance across multiple time periods: 1-month -1.38%, YTD 2.79%, 1-year 5.34%, 3-year 5.86%, 5-year 14.27%.

SEQPX returns outperform the peer average of 1.47% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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