SIECX Mutual Fund

NAV$15.16

Returns Overview

1 Month
+1.54%
3 Months
+6.31%
6 Months
+8.52%
YTD
+13.73%
1 Year
+22.04%
3 Years (annualized)
+17.93%
5 Years (annualized)
+7.02%
10 Years (annualized)
+6.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SIECX 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 All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+13.73%
Peer Avg (YTD)
+9.13%
vs Peers
+4.60%

SIECX Mutual Fund Performance

SIECX performance across multiple time periods: 1-month 1.54%, YTD 13.73%, 1-year 22.04%, 3-year 17.93%, 5-year 7.02%, 10-year 6.67%.

SIECX returns outperform the peer average of 9.13% YTD. With an expense ratio of 4.51%, investors should weigh costs against performance when evaluating this mutual fund.

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