SIEPX Mutual Fund

NAV$17.97

Returns Overview

1 Month
+1.00%
3 Months
+12.88%
6 Months
+14.78%
YTD
+13.55%
1 Year
+23.30%
3 Years (annualized)
+19.10%
5 Years (annualized)
+8.10%
10 Years (annualized)
+7.74%

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
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 All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+13.55%
Peer Avg (YTD)
+9.13%
vs Peers
+4.42%

SIEPX Mutual Fund Performance

SIEPX performance across multiple time periods: 1-month 1.00%, YTD 13.55%, 1-year 23.30%, 3-year 19.10%, 5-year 8.10%, 10-year 7.74%.

SIEPX returns outperform the peer average of 9.13% YTD. With an expense ratio of 3.42%, investors should weigh costs against performance when evaluating this mutual fund.

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