SESGX Mutual Fund

SESGX Mutual Fund

NAV$28.60
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Returns Overview

1 Month
-2.36%
3 Months
+3.27%
6 Months
+13.96%
YTD
+7.63%
1 Year
+10.34%
3 Years (annualized)
+19.05%
5 Years (annualized)
+10.07%
10 Years (annualized)
+12.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SESGX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+7.63%
Peer Avg (YTD)
+8.68%
vs Peers
-1.05%

SESGX Mutual Fund Performance

SESGX performance across multiple time periods: 1-month -2.36%, YTD 7.63%, 1-year 10.34%, 3-year 19.05%, 5-year 10.07%, 10-year 12.11%.

SESGX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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