SIDNX Mutual Fund

SIDNX Mutual Fund

NAV$15.85
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Returns Overview

1 Month
-1.98%
3 Months
+2.09%
6 Months
+13.54%
YTD
+17.90%
1 Year
+32.77%
3 Years (annualized)
+25.81%
5 Years (annualized)
+13.86%
10 Years (annualized)
+10.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SIDNX 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
MSCI ACWI ex USA Value Index(^NU106037)
This Mutual Fund (YTD)
+17.90%
Peer Avg (YTD)
+9.89%
vs Peers
+8.00%

SIDNX Mutual Fund Performance

SIDNX performance across multiple time periods: 1-month -1.98%, YTD 17.90%, 1-year 32.77%, 3-year 25.81%, 5-year 13.86%, 10-year 10.44%.

SIDNX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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