SIDNX Mutual Fund

NAV$16.10

Returns Overview

1 Month
-0.36%
3 Months
+11.21%
6 Months
+16.85%
YTD
+15.48%
1 Year
+41.33%
3 Years (annualized)
+25.61%
5 Years (annualized)
+13.51%
10 Years (annualized)
+11.03%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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
MSCI ACWI ex USA Value Index(^NU106037)
This Mutual Fund (YTD)
+15.48%
Peer Avg (YTD)
+8.71%
vs Peers
+6.77%

SIDNX Mutual Fund Performance

SIDNX performance across multiple time periods: 1-month -0.36%, YTD 15.48%, 1-year 41.33%, 3-year 25.61%, 5-year 13.51%, 10-year 11.03%.

SIDNX returns outperform the peer average of 8.71% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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