Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SEIEX 0.89% 4.73% NA NA NA NA NA
Data as of 06/09/2026, Common starting date is 07/01/2024
More Performance Analytics Comparison
Name Start Date End Date
SEIEX 07/01/2024 06/09/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024
Annualized Return (%) 0.10 4.73 NA NA NA NA NA 0.89 6.73 4.96
Sharpe Ratio NA 0.75 NA NA NA NA NA -0.16 1.52 3.63
Standard Deviation(%) NA 2.92 NA NA NA NA NA 4.00 2.55 1.84
Draw Down(%) NA 3.27 NA NA NA NA NA 3.27 2.56 0.58
Yield(%) 0.00 7.81 5.13 3.08 1.54 1.03 0.77 2.26 8.38 4.79
Data as of 06/09/2026, Common starting date is 07/01/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SEIEX (SEIEX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SEIEX (SEIEX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return