SECEX Mutual Fund

SECEX Mutual Fund

NAV$26.08
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Returns Overview

1 Month
-1.20%
3 Months
+2.41%
6 Months
+8.39%
YTD
+13.18%
1 Year
+13.89%
3 Years (annualized)
+23.80%
5 Years (annualized)
+11.40%
10 Years (annualized)
+14.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SECEX 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)
+13.18%
Peer Avg (YTD)
+9.70%
vs Peers
+3.49%

SECEX Mutual Fund Performance

SECEX performance across multiple time periods: 1-month -1.20%, YTD 13.18%, 1-year 13.89%, 3-year 23.80%, 5-year 11.40%, 10-year 14.51%.

SECEX returns outperform the peer average of 9.70% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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