# Medlst Shrt Dur Inv (SEMRX)

> Source: Nexqual · https://nexqual.com/SEMRX · data as of 2026-10-24 00:03 UTC · cite as "Nexqual, Medlst Shrt Dur Inv (SEMRX), nexqual.com/SEMRX" · informational, not investment advice.

**Price:** USD 9.46 (+0.00% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 9.46 · day 9.46–9.46 · 52w 9.45–9.57 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +4.5% vs S&P 500 +13.4%; 5Y +26.9% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +4.5% | +26.9% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +4.5% | +4.9% |
| Volatility (annualized) | 1.8% | 2.0% |
| Max drawdown | -0.5% (Aug 2026→Sep 2026) | -4.2% (Oct 2021→Oct 2022) |

## Peers
STRFX (Wells Fargo Advantage Large Cap) USD 6.33 +0.00% · STISX (Federated Hermes Strategic Inco) USD 8.12 +0.00% · SEMPX (Semper MBS Total Return Fund - ) USD 8.42 -0.12% · REGAX (American Funds Emerging Markets) USD 7.88 -0.00% · STHYX (Wells Fargo Advantage  High Inc) USD 8.03 +0.00%

## More
Full page: https://nexqual.com/SEMRX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt