SEMRX Mutual Fund

SEMRX Mutual Fund

NAV$9.45
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Returns Overview

1 Month
-0.18%
3 Months
+0.65%
6 Months
+2.12%
YTD
+3.27%
1 Year
+4.43%
3 Years (annualized)
+6.50%
5 Years (annualized)
+4.65%
10 Years (annualized)
+3.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SEMRX 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)
+3.27%
Peer Avg (YTD)
+0.50%
vs Peers
+2.77%

SEMRX Mutual Fund Performance

SEMRX performance across multiple time periods: 1-month -0.18%, YTD 3.27%, 1-year 4.43%, 3-year 6.50%, 5-year 4.65%, 10-year 3.26%.

SEMRX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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