SECUX Mutual Fund

NAV$42.56

Returns Overview

1 Month
+2.28%
3 Months
+15.42%
6 Months
+17.40%
YTD
+15.57%
1 Year
+18.40%
3 Years (annualized)
+15.13%
5 Years (annualized)
+5.60%
10 Years (annualized)
+11.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SECUX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+15.57%
Peer Avg (YTD)
+8.61%
vs Peers
+6.96%

SECUX Mutual Fund Performance

SECUX performance across multiple time periods: 1-month 2.28%, YTD 15.57%, 1-year 18.40%, 3-year 15.13%, 5-year 5.60%, 10-year 11.96%.

SECUX returns outperform the peer average of 8.61% YTD. With an expense ratio of 1.52%, investors should weigh costs against performance when evaluating this mutual fund.

SECUX performance comparison shows side-by-side returns with another fund. SECUX alternatives are available in the Mutual Fund Screener.