SEDAX Mutual Fund

NAV$9.41
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Returns Overview

1 Month
+0.85%
3 Months
+7.30%
6 Months
+6.37%
YTD
+6.25%
1 Year
+16.26%
3 Years (annualized)
+12.04%
5 Years (annualized)
+4.53%
10 Years (annualized)
+4.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SEDAX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
J.P. Morgan EMBI Global Diversified Index Return(JPM)
This Mutual Fund (YTD)
+6.25%
Peer Avg (YTD)
+0.38%
vs Peers
+5.87%

SEDAX Mutual Fund Performance

SEDAX performance across multiple time periods: 1-month 0.85%, YTD 6.25%, 1-year 16.26%, 3-year 12.04%, 5-year 4.53%, 10-year 4.46%.

SEDAX returns outperform the peer average of 0.38% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

SEDAX performance comparison shows side-by-side returns with another fund. SEDAX alternatives are available in the Mutual Fund Screener.