SETAX Mutual Fund

NAV$16.86

Returns Overview

1 Month
+1.97%
3 Months
+10.77%
6 Months
+14.19%
YTD
+14.11%
1 Year
+14.94%
3 Years (annualized)
+11.90%
5 Years (annualized)
+5.30%
10 Years (annualized)
+6.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SETAX 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
Wilshire US Real Estate Securities Index(^WILRESIT)
This Mutual Fund (YTD)
+14.11%
Peer Avg (YTD)
+11.24%
vs Peers
+2.86%

SETAX Mutual Fund Performance

SETAX performance across multiple time periods: 1-month 1.97%, YTD 14.11%, 1-year 14.94%, 3-year 11.90%, 5-year 5.30%, 10-year 6.24%.

SETAX returns outperform the peer average of 11.24% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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