SFEPX Mutual Fund

SFEPX Mutual Fund

NAV$18.78
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Returns Overview

1 Month
-5.56%
3 Months
-5.04%
6 Months
-2.89%
YTD
-4.76%
1 Year
+7.18%
3 Years (annualized)
+7.98%
5 Years (annualized)
+17.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SFEPX 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)
-4.76%
Peer Avg (YTD)
-0.13%
vs Peers
-4.63%

SFEPX Mutual Fund Performance

SFEPX performance across multiple time periods: 1-month -5.56%, YTD -4.76%, 1-year 7.18%, 3-year 7.98%, 5-year 17.95%.

SFEPX returns trail the peer average of -0.13% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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