SEGIX Mutual Fund

SEGIX Mutual Fund

NAV$40.87
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Returns Overview

1 Month
-2.92%
3 Months
+0.28%
6 Months
+8.47%
YTD
+5.97%
1 Year
+9.47%
3 Years (annualized)
+12.57%
5 Years (annualized)
+9.13%
10 Years (annualized)
+9.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SEGIX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+5.97%
Peer Avg (YTD)
+10.00%
vs Peers
-4.03%

SEGIX Mutual Fund Performance

SEGIX performance across multiple time periods: 1-month -2.92%, YTD 5.97%, 1-year 9.47%, 3-year 12.57%, 5-year 9.13%, 10-year 9.73%.

SEGIX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.85%, investors should weigh costs against performance when evaluating this mutual fund.

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