SEMIX Mutual Fund

NAV$9.52

Returns Overview

6 Months
-0.31%
YTD
-0.21%
1 Year
+5.91%
3 Years (annualized)
+7.13%
5 Years (annualized)
+4.64%
10 Years (annualized)
+3.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SEMIX 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 1-3 Year US Treasury Index(^BB3YUST)
This Mutual Fund (YTD)
-0.21%
Peer Avg (YTD)
+3.23%
vs Peers
-3.44%

SEMIX Mutual Fund Performance

SEMIX performance across multiple time periods: YTD -0.21%, 1-year 5.91%, 3-year 7.13%, 5-year 4.64%, 10-year 3.38%.

SEMIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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