SEUIX Mutual Fund

SEUIX Mutual Fund

NAV$30.66
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Returns Overview

1 Month
+4.68%
3 Months
+6.42%
6 Months
+11.33%
YTD
+13.75%
1 Year
+26.90%
3 Years (annualized)
+15.97%
5 Years (annualized)
+10.82%
10 Years (annualized)
+10.68%

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)
+13.75%
Peer Avg (YTD)
+11.41%
vs Peers
+2.34%

SEUIX Mutual Fund Performance

SEUIX performance across multiple time periods: 1-month 4.68%, YTD 13.75%, 1-year 26.90%, 3-year 15.97%, 5-year 10.82%, 10-year 10.68%.

SEUIX returns outperform the peer average of 11.41% 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.