SEMCX Mutual Fund

SEMCX Mutual Fund

NAV$30.99
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Returns Overview

1 Month
+3.72%
3 Months
+1.36%
6 Months
+5.81%
YTD
+15.86%
1 Year
+18.59%
3 Years (annualized)
+19.72%
5 Years (annualized)
+8.03%
10 Years (annualized)
+10.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SEMCX 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
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+15.86%
Peer Avg (YTD)
+10.76%
vs Peers
+5.10%

SEMCX Mutual Fund Performance

SEMCX performance across multiple time periods: 1-month 3.72%, YTD 15.86%, 1-year 18.59%, 3-year 19.72%, 5-year 8.03%, 10-year 10.59%.

SEMCX returns outperform the peer average of 10.76% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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