SIEPX Mutual Fund

SIEPX Mutual Fund

NAV$17.92
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Returns Overview

1 Month
+4.00%
3 Months
+7.51%
6 Months
+10.18%
YTD
+22.16%
1 Year
+27.38%
3 Years (annualized)
+20.57%
5 Years (annualized)
+8.97%
10 Years (annualized)
+7.63%

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)
+22.16%
Peer Avg (YTD)
+10.17%
vs Peers
+11.99%

SIEPX Mutual Fund Performance

SIEPX performance across multiple time periods: 1-month 4.00%, YTD 22.16%, 1-year 27.38%, 3-year 20.57%, 5-year 8.97%, 10-year 7.63%.

SIEPX returns outperform the peer average of 10.17% 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.