SFECX Mutual Fund

NAV$29.09

Returns Overview

1 Month
+0.03%
3 Months
+20.73%
6 Months
+13.31%
YTD
+13.17%
1 Year
+25.01%
3 Years (annualized)
+73.84%
5 Years (annualized)
+39.50%
10 Years (annualized)
+27.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SFECX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.17%
Peer Avg (YTD)
+8.61%
vs Peers
+4.57%

SFECX Mutual Fund Performance

SFECX performance across multiple time periods: 1-month 0.03%, YTD 13.17%, 1-year 25.01%, 3-year 73.84%, 5-year 39.50%, 10-year 27.07%.

SFECX returns outperform the peer average of 8.61% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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