SFECX Mutual Fund

SFECX Mutual Fund

NAV$29.08
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Returns Overview

1 Month
-2.76%
3 Months
+5.59%
6 Months
+9.49%
YTD
+10.05%
1 Year
+19.69%
3 Years (annualized)
+18.24%
5 Years (annualized)
+10.89%
10 Years (annualized)
+13.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SFECX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.05%
Peer Avg (YTD)
+10.67%
vs Peers
-0.62%

SFECX Mutual Fund Performance

SFECX performance across multiple time periods: 1-month -2.76%, YTD 10.05%, 1-year 19.69%, 3-year 18.24%, 5-year 10.89%, 10-year 13.09%.

SFECX returns trail the peer average of 10.67% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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