SIDNX Mutual Fund

SIDNX Mutual Fund

NAV$16.38
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Returns Overview

1 Month
+2.11%
3 Months
+5.95%
6 Months
+11.89%
YTD
+19.31%
1 Year
+39.16%
3 Years (annualized)
+23.41%
5 Years (annualized)
+14.26%
10 Years (annualized)
+10.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SIDNX 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
PROUpgrade to run
📉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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex USA Value Index(^NU106037)
This Mutual Fund (YTD)
+19.31%
Peer Avg (YTD)
+11.12%
vs Peers
+8.19%

SIDNX Mutual Fund Performance

SIDNX performance across multiple time periods: 1-month 2.11%, YTD 19.31%, 1-year 39.16%, 3-year 23.41%, 5-year 14.26%, 10-year 10.69%.

SIDNX returns outperform the peer average of 11.12% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

SIDNX vs another fund shows side-by-side returns. SIDNX alternatives are available in the Mutual Fund Screener.