SECYX Mutual Fund

SECYX Mutual Fund

NAV$9.29
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Returns Overview

1 Month
-0.11%
3 Months
+0.44%
6 Months
+1.33%
YTD
+1.91%
1 Year
+3.08%
3 Years (annualized)
+4.87%
5 Years (annualized)
+3.02%
10 Years (annualized)
+2.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SECYX 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
PROUpgrade to run
🏦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)
+1.91%
Peer Avg (YTD)
+0.50%
vs Peers
+1.41%

SECYX Mutual Fund Performance

SECYX performance across multiple time periods: 1-month -0.11%, YTD 1.91%, 1-year 3.08%, 3-year 4.87%, 5-year 3.02%, 10-year 2.36%.

SECYX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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