SECEX Mutual Fund

SECEX Mutual Fund

NAV$27.17
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Returns Overview

1 Month
+0.41%
3 Months
+0.87%
6 Months
+22.05%
YTD
+14.56%
1 Year
+18.40%
3 Years (annualized)
+21.09%
5 Years (annualized)
+11.87%
10 Years (annualized)
+14.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SECEX 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)
+14.56%
Peer Avg (YTD)
+7.91%
vs Peers
+6.64%

SECEX Mutual Fund Performance

SECEX performance across multiple time periods: 1-month 0.41%, YTD 14.56%, 1-year 18.40%, 3-year 21.09%, 5-year 11.87%, 10-year 14.41%.

SECEX returns outperform the peer average of 7.91% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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