SICYX Mutual Fund

SICYX Mutual Fund

NAV$8.04
See how much of SICYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.18%
3 Months
-1.06%
6 Months
-1.08%
YTD
-0.16%
1 Year
+0.23%
3 Years (annualized)
+4.22%
5 Years (annualized)
+0.48%
10 Years (annualized)
+1.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SICYX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg California Intermediate Municipal Bond Index(^BBCIMBI)
This Mutual Fund (YTD)
-0.16%
Peer Avg (YTD)
-0.12%
vs Peers
-0.05%

SICYX Mutual Fund Performance

SICYX performance across multiple time periods: 1-month 2.18%, YTD -0.16%, 1-year 0.23%, 3-year 4.22%, 5-year 0.48%, 10-year 1.33%.

SICYX returns trail the peer average of -0.12% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

SICYX vs another fund shows side-by-side returns. SICYX alternatives are available in the Mutual Fund Screener.