SEEIX

Mutual fund

$14.70 -$0.09 (-0.61%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $12.93High $15.34

Has SEEIX beaten the S&P 500?

Over the last year (to Oct 19, 2026), SEEIX returned +19.6%; the S&P 500 (SPY) returned +17.3%.

Key figures vs the S&P 500

Annualized growth 
SEEIX
+19.6%
S&P 500
+17.3%
Largest decline 
SEEIX
11.3%
S&P 500
8.9%
Risk-adjusted return 
SEEIX
1.09
S&P 500
1.01
Downside risk-adjusted return 
SEEIX
1.67
S&P 500
1.52

Oct 16, 2025 – Oct 19, 2026. Returns include dividends and other distributions, reinvested.

How are your investments doing?

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Returns by period

PeriodSEEIXS&P 500
1 month -1.1% +0.6%
3 months +1.5% +3.4%
Year to date +12.3% +13.3%
1 year +19.6% +17.3%
3 years (annualized) +22.4% +23.1%

Volatility (1-year, annualized): 14.1% · Largest decline (max drawdown, since Oct 2021): 30.3%

How are your investments doing?

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