SETAX Mutual Fund

SETAX Mutual Fund

NAV$16.23
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Returns Overview

1 Month
+2.53%
3 Months
+4.30%
6 Months
+14.11%
YTD
+17.00%
1 Year
+18.74%
3 Years (annualized)
+11.75%
5 Years (annualized)
+4.78%
10 Years (annualized)
+6.08%

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
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📉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
Wilshire US Real Estate Securities Index(^WILRESIT)
This Mutual Fund (YTD)
+17.00%
Peer Avg (YTD)
+12.53%
vs Peers
+4.47%

SETAX Mutual Fund Performance

SETAX performance across multiple time periods: 1-month 2.53%, YTD 17.00%, 1-year 18.74%, 3-year 11.75%, 5-year 4.78%, 10-year 6.08%.

SETAX returns outperform the peer average of 12.53% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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