SEEGX Mutual Fund

NAV$83.68

Returns Overview

1 Month
+0.73%
3 Months
+17.59%
6 Months
+7.54%
YTD
+7.53%
1 Year
+15.26%
3 Years (annualized)
+21.48%
5 Years (annualized)
+12.37%
10 Years (annualized)
+19.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SEEGX 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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+7.53%
Peer Avg (YTD)
+8.97%
vs Peers
-1.44%

SEEGX Mutual Fund Performance

SEEGX performance across multiple time periods: 1-month 0.73%, YTD 7.53%, 1-year 15.26%, 3-year 21.48%, 5-year 12.37%, 10-year 19.98%.

SEEGX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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