SIDVX Mutual Fund

NAV$16.12

Returns Overview

1 Month
-0.41%
3 Months
+11.14%
6 Months
+16.69%
YTD
+15.33%
1 Year
+40.96%
3 Years (annualized)
+25.28%
5 Years (annualized)
+13.22%
10 Years (annualized)
+10.73%

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

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI ACWI ex USA Value Index(^NU106037)
This Mutual Fund (YTD)
+15.33%
Peer Avg (YTD)
+8.71%
vs Peers
+6.62%

SIDVX Mutual Fund Performance

SIDVX performance across multiple time periods: 1-month -0.41%, YTD 15.33%, 1-year 40.96%, 3-year 25.28%, 5-year 13.22%, 10-year 10.73%.

SIDVX returns outperform the peer average of 8.71% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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