SETMX Mutual Fund

SETMX Mutual Fund

NAV$9.35
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Returns Overview

1 Month
-1.28%
3 Months
-0.40%
6 Months
-0.31%
YTD
+0.61%
1 Year
+4.45%
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 SETMX 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
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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
Bloomberg 3-15 year Blend Municipal Bond Index
This Mutual Fund (YTD)
+0.61%
Peer Avg (YTD)
+0.23%
vs Peers
+0.38%

SETMX Mutual Fund Performance

SETMX performance across multiple time periods: 1-month -1.28%, YTD 0.61%, 1-year 4.45%, 3-year 3.36%, 5-year 0.88%, 10-year 1.82%.

SETMX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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