SESLX Mutual Fund

SESLX Mutual Fund

NAV$35.08
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Returns Overview

1 Month
-1.69%
3 Months
+0.84%
6 Months
+8.17%
YTD
+2.92%
1 Year
+4.61%
3 Years (annualized)
+11.47%
5 Years (annualized)
+4.83%
10 Years (annualized)
+9.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SESLX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+2.92%
Peer Avg (YTD)
+4.97%
vs Peers
-2.05%

SESLX Mutual Fund Performance

SESLX performance across multiple time periods: 1-month -1.69%, YTD 2.92%, 1-year 4.61%, 3-year 11.47%, 5-year 4.83%, 10-year 9.27%.

SESLX returns trail the peer average of 4.97% YTD. With an expense ratio of 1.68%, investors should weigh costs against performance when evaluating this mutual fund.

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