SIDVX Mutual Fund

SIDVX Mutual Fund

NAV$15.97
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Returns Overview

1 Month
+2.00%
3 Months
+3.71%
6 Months
+6.48%
YTD
+21.53%
1 Year
+34.48%
3 Years (annualized)
+25.48%
5 Years (annualized)
+13.56%
10 Years (annualized)
+10.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SIDVX 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)
+21.53%
Peer Avg (YTD)
+12.12%
vs Peers
+9.41%

SIDVX Mutual Fund Performance

SIDVX performance across multiple time periods: 1-month 2.00%, YTD 21.53%, 1-year 34.48%, 3-year 25.48%, 5-year 13.56%, 10-year 10.16%.

SIDVX returns outperform the peer average of 12.12% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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