SIEDX Mutual Fund

SIEDX Mutual Fund

NAV$9.55
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Returns Overview

1 Month
-0.41%
3 Months
+1.28%
6 Months
+2.91%
YTD
+3.79%
1 Year
+12.84%
3 Years (annualized)
+9.86%
5 Years (annualized)
+3.60%
10 Years (annualized)
+3.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SIEDX 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
J.P. Morgan EMBI Global Diversified Index Return(JPM)
This Mutual Fund (YTD)
+3.79%
Peer Avg (YTD)
+2.32%
vs Peers
+1.47%

SIEDX Mutual Fund Performance

SIEDX performance across multiple time periods: 1-month -0.41%, YTD 3.79%, 1-year 12.84%, 3-year 9.86%, 5-year 3.60%, 10-year 3.54%.

SIEDX returns outperform the peer average of 2.32% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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