SEFIX Mutual Fund

SEFIX Mutual Fund

NAV$8.86
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Returns Overview

1 Month
-1.01%
3 Months
-1.79%
6 Months
-0.56%
YTD
-1.35%
1 Year
-1.36%
3 Years (annualized)
+3.05%
5 Years (annualized)
+0.15%
10 Years (annualized)
+1.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SEFIX 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 Global Aggregate ex-US Index
This Mutual Fund (YTD)
-1.35%
Peer Avg (YTD)
-1.59%
vs Peers
+0.24%

SEFIX Mutual Fund Performance

SEFIX performance across multiple time periods: 1-month -1.01%, YTD -1.35%, 1-year -1.36%, 3-year 3.05%, 5-year 0.15%, 10-year 1.06%.

SEFIX returns outperform the peer average of -1.59% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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