SCIIX Mutual Fund

NAV$7.26

Returns Overview

1 Month
-0.82%
3 Months
+6.84%
6 Months
-3.98%
YTD
-4.11%
1 Year
-5.41%
3 Years (annualized)
+7.12%
5 Years (annualized)
+4.83%
10 Years (annualized)
+14.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCIIX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
-4.11%
Peer Avg (YTD)
+8.97%
vs Peers
-13.09%

SCIIX Mutual Fund Performance

SCIIX performance across multiple time periods: 1-month -0.82%, YTD -4.11%, 1-year -5.41%, 3-year 7.12%, 5-year 4.83%, 10-year 14.43%.

SCIIX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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