SEUIX Mutual Fund

NAV$30.55

Returns Overview

1 Month
-0.10%
3 Months
+6.86%
6 Months
+9.60%
YTD
+8.66%
1 Year
+21.64%
3 Years (annualized)
+15.42%
5 Years (annualized)
+9.86%
10 Years (annualized)
+10.59%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Value Index Return
This Mutual Fund (YTD)
+8.66%
Peer Avg (YTD)
+9.49%
vs Peers
-0.83%

SEUIX Mutual Fund Performance

SEUIX performance across multiple time periods: 1-month -0.10%, YTD 8.66%, 1-year 21.64%, 3-year 15.42%, 5-year 9.86%, 10-year 10.59%.

SEUIX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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