SIDRX Mutual Fund

SIDRX Mutual Fund

NAV$16.25
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Returns Overview

1 Month
+2.11%
3 Months
+5.92%
6 Months
+11.96%
YTD
+19.40%
1 Year
+39.38%
3 Years (annualized)
+23.54%
5 Years (annualized)
+13.60%
10 Years (annualized)
+10.43%

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
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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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex USA Value Index(^NU106037)
This Mutual Fund (YTD)
+19.40%
Peer Avg (YTD)
+11.12%
vs Peers
+8.28%

SIDRX Mutual Fund Performance

SIDRX performance across multiple time periods: 1-month 2.11%, YTD 19.40%, 1-year 39.38%, 3-year 23.54%, 5-year 13.60%, 10-year 10.43%.

SIDRX returns outperform the peer average of 11.12% 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.