SEUIX Mutual Fund

SEUIX Mutual Fund

NAV$30.05
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Returns Overview

1 Month
+2.76%
3 Months
+7.46%
6 Months
+11.65%
YTD
+17.90%
1 Year
+24.17%
3 Years (annualized)
+18.31%
5 Years (annualized)
+10.94%
10 Years (annualized)
+10.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SEUIX 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
Russell 1000 Value Index Return
This Mutual Fund (YTD)
+17.90%
Peer Avg (YTD)
+12.44%
vs Peers
+5.46%

SEUIX Mutual Fund Performance

SEUIX performance across multiple time periods: 1-month 2.76%, YTD 17.90%, 1-year 24.17%, 3-year 18.31%, 5-year 10.94%, 10-year 10.77%.

SEUIX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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