Advertisement
U.S. markets closed

NAA Mid Growth P (SEUPX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend9M
39.91+0.70 (+1.79%)
At close: 08:01PM EST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return25.27%
5-Year Average Return11.85%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (Nov 21, 2024)32.22%
Worst 1 Yr Total Return (Nov 21, 2024)N/A
Best 3-Yr Total Return32.22%
Worst 3-Yr Total Return1.05%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSEUPXCategory
YTD16.35%10.80%
1-Month1.28%4.43%
3-Month5.91%7.00%
1-Year40.54%48.17%
3-Year0.98%21.26%
5-Year10.88%20.18%
10-Year10.21%14.07%
Last Bull Market34.66%27.14%
Last Bear Market-21.19%-21.26%

Annual Total Return (%) History

Year
SEUPXCategory
2024
N/AN/A
2023
25.99%N/A
2022
-27.79%N/A
2021
13.40%N/A
2020
31.59%39.26%
2019
32.22%32.52%
2018
-7.46%-6.65%
2017
24.03%23.91%
2016
8.02%6.03%
2015
N/A-0.95%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202411.49%-3.69%6.99%N/A
20238.90%6.28%-4.73%14.27%
2022-13.05%-21.19%-2.69%8.29%
20211.28%9.46%-1.29%3.63%
2020-23.81%31.82%9.52%19.63%
201918.52%4.63%-1.01%7.71%
20181.61%2.32%6.96%-16.78%
20177.04%3.81%4.88%6.42%
20160.19%1.97%5.09%0.62%
2015-8.31%3.72%N/AN/A

Rank In Category (By Total Return)

YTD22
1-Month17
3-Month25
1-Year18
3-Year24
5-Year38

Load Adjusted Returns

1-Year40.54%
3-Year0.98%
5-Year10.88%
10-Year10.21%