SIEPX Mutual Fund

SIEPX Mutual Fund

NAV$18.22
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Returns Overview

1 Month
+2.34%
3 Months
+7.04%
6 Months
+12.69%
YTD
+17.46%
1 Year
+27.29%
3 Years (annualized)
+17.73%
5 Years (annualized)
+9.02%
10 Years (annualized)
+7.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SIEPX 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)
+17.46%
Peer Avg (YTD)
+9.42%
vs Peers
+8.04%

SIEPX Mutual Fund Performance

SIEPX performance across multiple time periods: 1-month 2.34%, YTD 17.46%, 1-year 27.29%, 3-year 17.73%, 5-year 9.02%, 10-year 7.43%.

SIEPX returns outperform the peer average of 9.42% YTD. With an expense ratio of 3.42%, investors should weigh costs against performance when evaluating this mutual fund.

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