SIEYX Mutual Fund

SIEYX Mutual Fund

NAV$18.21
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Returns Overview

1 Month
+2.28%
3 Months
+6.98%
6 Months
+12.48%
YTD
+17.16%
1 Year
+26.76%
3 Years (annualized)
+17.25%
5 Years (annualized)
+8.58%
10 Years (annualized)
+7.01%

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
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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)
+17.16%
Peer Avg (YTD)
+9.42%
vs Peers
+7.74%

SIEYX Mutual Fund Performance

SIEYX performance across multiple time periods: 1-month 2.28%, YTD 17.16%, 1-year 26.76%, 3-year 17.25%, 5-year 8.58%, 10-year 7.01%.

SIEYX returns outperform the peer average of 9.42% YTD. With an expense ratio of 3.84%, investors should weigh costs against performance when evaluating this mutual fund.

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