Seafarer Mutual Funds List
Here you can find all mutual funds issued by Seafarer and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 3
- Avg. Expense Ratio
- 1.07%
- Avg. 1 Year Return
- 23.79%
- Avg. 5 Year Return
- 8.62%
- Median Risk/Return Score
- 41 / 100
Seafarer Mutual Funds List
3 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Seafarer Overseas Growth and Income Fund | Emerging Markets Equities | Feb 14, 2012 | 1.00% | 15.58% | 7.42% | 5.03% | 62 | ||||||||
| Seafarer Overseas Value Fund | Emerging Markets Equities | May 30, 2016 | 1.15% | 7.93% | — | 4.64% | 40 | ||||||||
| Seafarer Overseas Value Fund Institutional Class | Emerging Markets Equities | May 31, 2016 | 1.05% | 7.95% | — | 4.68% | 41 |
Explore top Seafarer Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Seafarer Mutual funds by Risk/Return Score
The top Seafarer Mutual funds by PortfoliosLab Risk/Return Score are SFGIX (62) and SIVLX (41).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Seafarer Overseas Growth and Income Fund | 62 | — | Feb 2012 | |
| Seafarer Overseas Value Fund Institutional Class | 41 | — | May 2016 | |
| Seafarer Overseas Value Fund | 40 | — | May 2016 |
Best-Performing Seafarer Mutual funds Over 5 Years
The top Seafarer Mutual funds is SIVLX (10.04%).
Across the lineup, Seafarer Mutual funds show an average 1-year return of 23.79% and an average 5-year return of 8.62%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Seafarer Overseas Value Fund Institutional Class | 10.04% | — | May 2016 | |
| Seafarer Overseas Value Fund | 9.92% | — | May 2016 | |
| Seafarer Overseas Growth and Income Fund | 5.89% | — | Feb 2012 |
Lowest-Cost Seafarer Mutual funds
The top Seafarer Mutual funds is SFGIX (1.00%).
With an average expense ratio of 1.07%, Seafarer Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Seafarer Overseas Growth and Income Fund | 1.00% | — | Feb 2012 | |
| Seafarer Overseas Value Fund Institutional Class | 1.05% | — | May 2016 | |
| Seafarer Overseas Value Fund | 1.15% | — | May 2016 |
Highest-Yield Seafarer Mutual funds
The top Seafarer Mutual funds is SFGIX (5.03%).
Across the lineup, Seafarer Mutual funds show an average dividend yield of 4.78%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Seafarer Overseas Growth and Income Fund | 5.03% | — | Feb 2012 | |
| Seafarer Overseas Value Fund Institutional Class | 4.68% | — | May 2016 | |
| Seafarer Overseas Value Fund | 4.64% | — | May 2016 |
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