SIEYX Mutual Fund

SIEYX Mutual Fund

NAV$17.46
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Returns Overview

1 Month
-2.42%
3 Months
+3.74%
6 Months
+16.95%
YTD
+17.57%
1 Year
+19.96%
3 Years (annualized)
+20.08%
5 Years (annualized)
+8.54%
10 Years (annualized)
+7.20%

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)
+17.57%
Peer Avg (YTD)
+9.29%
vs Peers
+8.28%

SIEYX Mutual Fund Performance

SIEYX performance across multiple time periods: 1-month -2.42%, YTD 17.57%, 1-year 19.96%, 3-year 20.08%, 5-year 8.54%, 10-year 7.20%.

SIEYX returns outperform the peer average of 9.29% 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.