SECPX Mutual Fund

SECPX Mutual Fund

NAV$9.29
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Returns Overview

1 Month
-0.12%
3 Months
+0.38%
6 Months
+1.25%
YTD
+1.81%
1 Year
+2.96%
3 Years (annualized)
+4.79%
5 Years (annualized)
+3.16%
10 Years (annualized)
+2.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SECPX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.81%
Peer Avg (YTD)
+0.50%
vs Peers
+1.31%

SECPX Mutual Fund Performance

SECPX performance across multiple time periods: 1-month -0.12%, YTD 1.81%, 1-year 2.96%, 3-year 4.79%, 5-year 3.16%, 10-year 2.43%.

SECPX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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