SECAX Mutual Fund

SECAX Mutual Fund

NAV$13.00
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Returns Overview

1 Month
-3.69%
3 Months
-5.95%
6 Months
+11.89%
YTD
+12.48%
1 Year
+17.51%
3 Years (annualized)
+17.18%
5 Years (annualized)
+8.49%
10 Years (annualized)
+11.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SECAX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+12.48%
Peer Avg (YTD)
+10.34%
vs Peers
+2.13%

SECAX Mutual Fund Performance

SECAX performance across multiple time periods: 1-month -3.69%, YTD 12.48%, 1-year 17.51%, 3-year 17.18%, 5-year 8.49%, 10-year 11.32%.

SECAX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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