SIDRX Mutual Fund

SIDRX Mutual Fund

NAV$15.48
See how much of SIDRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.70%
3 Months
-2.68%
6 Months
+3.07%
YTD
+14.84%
1 Year
+27.56%
3 Years (annualized)
+27.96%
5 Years (annualized)
+13.78%
10 Years (annualized)
+10.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SIDRX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex USA Value Index(^NU106037)
This Mutual Fund (YTD)
+14.84%
Peer Avg (YTD)
+10.38%
vs Peers
+4.45%

SIDRX Mutual Fund Performance

SIDRX performance across multiple time periods: 1-month -2.70%, YTD 14.84%, 1-year 27.56%, 3-year 27.96%, 5-year 13.78%, 10-year 10.52%.

SIDRX returns outperform the peer average of 10.38% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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