SEIAX Mutual Fund

NAV$8.08

Returns Overview

1 Month
+3.46%
3 Months
-0.25%
6 Months
+6.46%
YTD
+8.75%
1 Year
+9.37%
3 Years (annualized)
+7.15%
5 Years (annualized)
+5.86%
10 Years (annualized)
+3.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SEIAX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg Barclays 1-5 Year US Treasury Inflation-Protected Securities (TIPS) Index(BBGBC1T5YUSTIPS)
This Mutual Fund (YTD)
+8.75%
Peer Avg (YTD)
+3.23%
vs Peers
+5.52%

SEIAX Mutual Fund Performance

SEIAX performance across multiple time periods: 1-month 3.46%, YTD 8.75%, 1-year 9.37%, 3-year 7.15%, 5-year 5.86%, 10-year 3.79%.

SEIAX returns outperform the peer average of 3.23% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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