SIECX Mutual Fund

SIECX Mutual Fund

NAV$14.59
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Returns Overview

1 Month
-4.42%
3 Months
-3.12%
6 Months
+3.47%
YTD
+11.93%
1 Year
+16.11%
3 Years (annualized)
+19.94%
5 Years (annualized)
+6.60%
10 Years (annualized)
+5.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SIECX 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 All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+11.93%
Peer Avg (YTD)
+8.05%
vs Peers
+3.87%

SIECX Mutual Fund Performance

SIECX performance across multiple time periods: 1-month -4.42%, YTD 11.93%, 1-year 16.11%, 3-year 19.94%, 5-year 6.60%, 10-year 5.93%.

SIECX returns outperform the peer average of 8.05% YTD. With an expense ratio of 4.51%, investors should weigh costs against performance when evaluating this mutual fund.

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