SESLX Mutual Fund

NAV$35.64
See inside every fund you own
$99/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
-1.45%
3 Months
+7.28%
6 Months
+1.88%
YTD
+2.06%
1 Year
+6.74%
3 Years (annualized)
+10.97%
5 Years (annualized)
+5.35%
10 Years (annualized)
+9.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SESLX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+2.06%
Peer Avg (YTD)
+5.87%
vs Peers
-3.80%

SESLX Mutual Fund Performance

SESLX performance across multiple time periods: 1-month -1.45%, YTD 2.06%, 1-year 6.74%, 3-year 10.97%, 5-year 5.35%, 10-year 9.24%.

SESLX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.68%, investors should weigh costs against performance when evaluating this mutual fund.

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