SETMX Mutual Fund

SETMX Mutual Fund

NAV$9.39
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Returns Overview

1 Month
+2.65%
3 Months
-0.46%
6 Months
-0.86%
YTD
+0.15%
1 Year
+0.71%
3 Years (annualized)
+4.25%
5 Years (annualized)
+1.01%
10 Years (annualized)
+1.71%

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)
+0.15%
Peer Avg (YTD)
-0.87%
vs Peers
+1.02%

SETMX Mutual Fund Performance

SETMX performance across multiple time periods: 1-month 2.65%, YTD 0.15%, 1-year 0.71%, 3-year 4.25%, 5-year 1.01%, 10-year 1.71%.

SETMX returns outperform the peer average of -0.87% 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.