SEDIX Mutual Fund

SEDIX Mutual Fund

NAV$9.62
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Returns Overview

1 Month
-0.93%
3 Months
-0.62%
6 Months
-0.10%
YTD
+0.52%
1 Year
+2.82%
3 Years (annualized)
+1.85%
5 Years (annualized)
-0.76%
10 Years (annualized)
+0.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SEDIX 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
S&P 500 Index Total Return
This Mutual Fund (YTD)
+0.52%
Peer Avg (YTD)
+0.50%
vs Peers
+0.03%

SEDIX Mutual Fund Performance

SEDIX performance across multiple time periods: 1-month -0.93%, YTD 0.52%, 1-year 2.82%, 3-year 1.85%, 5-year -0.76%, 10-year 0.04%.

SEDIX returns outperform the peer average of 0.50% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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