SETDX Mutual Fund

SETDX Mutual Fund

NAV$9.10
See how much of SETDX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.03%
3 Months
-0.72%
6 Months
-1.31%
YTD
+0.58%
1 Year
+3.79%
3 Years (annualized)
+3.36%
5 Years (annualized)
+0.88%
10 Years (annualized)
+1.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SETDX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg 3-15 year Blend Municipal Bond Index
This Mutual Fund (YTD)
+0.58%
Peer Avg (YTD)
+0.15%
vs Peers
+0.43%

SETDX Mutual Fund Performance

SETDX performance across multiple time periods: 1-month -0.03%, YTD 0.58%, 1-year 3.79%, 3-year 3.36%, 5-year 0.88%, 10-year 1.82%.

SETDX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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