SIEYX Mutual Fund

NAV$17.85

Returns Overview

1 Month
+1.00%
3 Months
+12.73%
6 Months
+14.54%
YTD
+13.33%
1 Year
+22.86%
3 Years (annualized)
+18.62%
5 Years (annualized)
+7.66%
10 Years (annualized)
+7.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SIEYX 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)
+13.33%
Peer Avg (YTD)
+9.13%
vs Peers
+4.20%

SIEYX Mutual Fund Performance

SIEYX performance across multiple time periods: 1-month 1.00%, YTD 13.33%, 1-year 22.86%, 3-year 18.62%, 5-year 7.66%, 10-year 7.31%.

SIEYX returns outperform the peer average of 9.13% YTD. With an expense ratio of 3.84%, investors should weigh costs against performance when evaluating this mutual fund.

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