SEUPX Mutual Fund

SEUPX Mutual Fund

NAV$33.81
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Returns Overview

1 Month
-6.40%
3 Months
-7.09%
6 Months
-5.43%
YTD
-7.25%
1 Year
-2.55%
3 Years (annualized)
+4.36%
5 Years (annualized)
+14.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SEUPX 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
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📉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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
-7.25%
Peer Avg (YTD)
-0.13%
vs Peers
-7.12%

SEUPX Mutual Fund Performance

SEUPX performance across multiple time periods: 1-month -6.40%, YTD -7.25%, 1-year -2.55%, 3-year 4.36%, 5-year 14.11%.

SEUPX returns trail the peer average of -0.13% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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