SELCX Mutual Fund

NAV$43.49

Returns Overview

1 Month
-3.53%
3 Months
+0.95%
6 Months
+3.87%
YTD
+5.51%
1 Year
+22.37%
3 Years (annualized)
+24.15%
5 Years (annualized)
+17.85%
10 Years (annualized)
+19.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SELCX 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
Russell 1000 Growth Index Total Return(^RLGTR)
This Mutual Fund (YTD)
+5.51%
Peer Avg (YTD)
+8.97%
vs Peers
-3.46%

SELCX Mutual Fund Performance

SELCX performance across multiple time periods: 1-month -3.53%, YTD 5.51%, 1-year 22.37%, 3-year 24.15%, 5-year 17.85%, 10-year 19.82%.

SELCX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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