SEAIX Mutual Fund

SEAIX Mutual Fund

NAV$17.21
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Returns Overview

1 Month
-2.45%
3 Months
-0.38%
6 Months
+11.55%
YTD
+10.13%
1 Year
+14.82%
3 Years (annualized)
+17.60%
5 Years (annualized)
+8.00%
10 Years (annualized)
+9.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SEAIX 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 Total Return
This Mutual Fund (YTD)
+10.13%
Peer Avg (YTD)
+4.96%
vs Peers
+5.16%

SEAIX Mutual Fund Performance

SEAIX performance across multiple time periods: 1-month -2.45%, YTD 10.13%, 1-year 14.82%, 3-year 17.60%, 5-year 8.00%, 10-year 9.04%.

SEAIX returns outperform the peer average of 4.96% YTD. With an expense ratio of 1.43%, investors should weigh costs against performance when evaluating this mutual fund.

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