SEDIX Mutual Fund

NAV$9.68

Returns Overview

1 Month
-0.10%
3 Months
+1.46%
6 Months
+2.21%
YTD
+2.10%
1 Year
+4.90%
3 Years (annualized)
+5.39%
5 Years (annualized)
+2.89%
10 Years (annualized)
+2.63%

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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index Total Return
This Mutual Fund (YTD)
+2.10%
Peer Avg (YTD)
+3.23%
vs Peers
-1.13%

SEDIX Mutual Fund Performance

SEDIX performance across multiple time periods: 1-month -0.10%, YTD 2.10%, 1-year 4.90%, 3-year 5.39%, 5-year 2.89%, 10-year 2.63%.

SEDIX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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