SIEDX Mutual Fund

SIEDX Mutual Fund

NAV$9.22
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Returns Overview

1 Month
+1.17%
3 Months
+1.50%
6 Months
+0.92%
YTD
+4.89%
1 Year
+11.65%
3 Years (annualized)
+11.20%
5 Years (annualized)
+3.58%
10 Years (annualized)
+3.52%

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)
+4.89%
Peer Avg (YTD)
+2.96%
vs Peers
+1.93%

SIEDX Mutual Fund Performance

SIEDX performance across multiple time periods: 1-month 1.17%, YTD 4.89%, 1-year 11.65%, 3-year 11.20%, 5-year 3.58%, 10-year 3.52%.

SIEDX returns outperform the peer average of 2.96% 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.