SIDVX Mutual Fund

SIDVX Mutual Fund

NAV$15.87
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Returns Overview

1 Month
-1.97%
3 Months
+2.09%
6 Months
+13.47%
YTD
+17.75%
1 Year
+32.42%
3 Years (annualized)
+25.48%
5 Years (annualized)
+13.56%
10 Years (annualized)
+10.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SIDVX 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)
+17.75%
Peer Avg (YTD)
+9.89%
vs Peers
+7.86%

SIDVX Mutual Fund Performance

SIDVX performance across multiple time periods: 1-month -1.97%, YTD 17.75%, 1-year 32.42%, 3-year 25.48%, 5-year 13.56%, 10-year 10.16%.

SIDVX returns outperform the peer average of 9.89% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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