SIEMX Mutual Fund

NAV$17.16

Returns Overview

1 Month
+0.91%
3 Months
+21.44%
6 Months
+25.57%
YTD
+22.87%
1 Year
+45.97%
3 Years (annualized)
+22.45%
5 Years (annualized)
+7.07%
10 Years (annualized)
+9.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SIEMX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI Emerging & Frontier Markets Index(MEFM)
This Mutual Fund (YTD)
+22.87%
Peer Avg (YTD)
+23.08%
vs Peers
-0.21%

SIEMX Mutual Fund Performance

SIEMX performance across multiple time periods: 1-month 0.91%, YTD 22.87%, 1-year 45.97%, 3-year 22.45%, 5-year 7.07%, 10-year 9.54%.

SIEMX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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