SEKSX Mutual Fund

SEKSX Mutual Fund

NAV$9.85
See how much of SEKSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.64%
3 Months
-5.12%
6 Months
-3.65%
YTD
-4.14%
1 Year
-2.76%
3 Years (annualized)
+2.76%
5 Years (annualized)
-0.05%
10 Years (annualized)
+0.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SEKSX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-4.14%
Peer Avg (YTD)
-3.82%
vs Peers
-0.31%

SEKSX Mutual Fund Performance

SEKSX performance across multiple time periods: 1-month -3.64%, YTD -4.14%, 1-year -2.76%, 3-year 2.76%, 5-year -0.05%, 10-year 0.88%.

SEKSX returns trail the peer average of -3.82% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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