SIDRX Mutual Fund

NAV$15.76

Returns Overview

1 Month
+1.22%
3 Months
+4.93%
6 Months
+7.87%
YTD
+14.95%
1 Year
+41.55%
3 Years (annualized)
+25.75%
5 Years (annualized)
+13.64%
10 Years (annualized)
+11.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SIDRX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI ex USA Value Index(^NU106037)
This Mutual Fund (YTD)
+14.95%
Peer Avg (YTD)
+8.71%
vs Peers
+6.24%

SIDRX Mutual Fund Performance

SIDRX performance across multiple time periods: 1-month 1.22%, YTD 14.95%, 1-year 41.55%, 3-year 25.75%, 5-year 13.64%, 10-year 11.15%.

SIDRX returns outperform the peer average of 8.71% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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