SIDCX Mutual Fund

SIDCX Mutual Fund

NAV$8.41
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Returns Overview

1 Month
-2.62%
3 Months
-3.82%
6 Months
-2.67%
YTD
-2.90%
1 Year
-2.54%
3 Years (annualized)
+4.57%
5 Years (annualized)
-0.42%
10 Years (annualized)
+1.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SIDCX 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
Bloomberg Barclays A+ US Credit Index
This Mutual Fund (YTD)
-2.90%
Peer Avg (YTD)
+0.50%
vs Peers
-3.40%

SIDCX Mutual Fund Performance

SIDCX performance across multiple time periods: 1-month -2.62%, YTD -2.90%, 1-year -2.54%, 3-year 4.57%, 5-year -0.42%, 10-year 1.94%.

SIDCX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.32%, investors should weigh costs against performance when evaluating this mutual fund.

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