SEMIX Mutual Fund

SEMIX Mutual Fund

NAV$9.45
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Returns Overview

1 Month
-0.16%
3 Months
+0.60%
6 Months
+2.25%
YTD
+3.35%
1 Year
+4.69%
3 Years (annualized)
+6.92%
5 Years (annualized)
+4.72%
10 Years (annualized)
+3.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SEMIX 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 Barclays 1-3 Year US Treasury Index(^BB3YUST)
This Mutual Fund (YTD)
+3.35%
Peer Avg (YTD)
+0.50%
vs Peers
+2.85%

SEMIX Mutual Fund Performance

SEMIX performance across multiple time periods: 1-month -0.16%, YTD 3.35%, 1-year 4.69%, 3-year 6.92%, 5-year 4.72%, 10-year 3.39%.

SEMIX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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