SEMMX Mutual Fund

SEMMX Mutual Fund

NAV$8.32
See how much of SEMMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.42%
3 Months
+0.14%
6 Months
+0.33%
YTD
+1.51%
1 Year
+2.52%
3 Years (annualized)
+8.73%
5 Years (annualized)
+3.45%
10 Years (annualized)
+3.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SEMMX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays US Mortgage Backed Securities Index(^BBUMBS)
This Mutual Fund (YTD)
+1.51%
Peer Avg (YTD)
+2.28%
vs Peers
-0.77%

SEMMX Mutual Fund Performance

SEMMX performance across multiple time periods: 1-month 1.42%, YTD 1.51%, 1-year 2.52%, 3-year 8.73%, 5-year 3.45%, 10-year 3.15%.

SEMMX returns trail the peer average of 2.28% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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