Nasdaq - Delayed Quote USD
NAA Mid Growth P (SEUPX)
At close: 8:00 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 22.63% |
| 5y Average Return | 11.89% |
| Number of Years Up | 6 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Nov 6, 2024) | 32.22% |
| Worst 1Y Total Return (Nov 6, 2024) | -- |
| Best 3Y Total Return | 32.22% |
| Worst 3Y Total Return | 1.05% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
SEUPX
Category
- YTD
- 16.35%
- 10.80%
- 1-Month
- 1.28%
- 4.43%
- 3-Month
- 5.91%
- 7.00%
- 1-Year
- 40.54%
- 48.17%
- 3-Year
- 0.98%
- 21.26%
- 5-Year
- 10.88%
- 20.18%
- 10-Year
- 10.21%
- 14.07%
- Last Bull Market
- 34.66%
- 27.14%
- Last Bear Market
- -21.19%
- -21.26%
Annual Total Return (%) History
Year
SEUPX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 11.49% | -3.69% | 6.99% | -- |
| 2023 | 8.90% | 6.28% | -4.73% | 14.27% |
| 2022 | -13.05% | -21.19% | -2.69% | 8.29% |
| 2021 | 1.28% | 9.46% | -1.29% | 3.63% |
| 2020 | -23.81% | 31.82% | 9.52% | 19.63% |
| 2019 | 18.52% | 4.63% | -1.01% | 7.71% |
| 2018 | 1.61% | 2.32% | 6.96% | -16.78% |
| 2017 | 7.04% | 3.81% | 4.88% | 6.42% |
| 2016 | 0.19% | 1.97% | 5.09% | 0.62% |
| 2015 | -8.31% | 3.72% | -- | -- |
Rank in Category (By Total Return)
| YTD | 22 |
| 1-Month | 17 |
| 3-Month | 25 |
| 1-Year | 18 |
| 3-Year | 24 |
| 5-Year | 38 |
Load Adjusted Returns
| 1-Year | 40.54% |
| 3-Year | 0.98% |
| 5-Year | 10.88% |
| 10-Year | 10.21% |
Performance & Risk
| YTD Return | 22.63% |
| 5y Average Return | 11.89% |
| Rank in Category (ytd) | 22 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.17 |
| Morningstar Risk Rating |
Fund Overview
| Category | Mid-Cap Growth |
| Fund Family | New Age Alpha Advisors LLC |
| Net Assets | 77.93M |
| YTD Return | 16.35% |
| Yield | 1.53% |
| Morningstar Rating | |
| Inception Date | Sep 17, 1969 |
Fund Summary
The fund seeks to exceed the total return of the Russell Midcap? Growth Index. It pursues its objective by investing, under normal circumstances, at least 80% of its assets in: (i) equity securities issued by companies that have market capitalizations within the range of companies in the index; (ii) investment vehicles that provide exposure to companies that have market capitalizations within the range of companies in the index; and (iii) equity derivatives.
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