SICYX Mutual Fund

SICYX Mutual Fund

NAV$8.09
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Returns Overview

1 Month
-1.17%
3 Months
-0.02%
6 Months
+0.26%
YTD
+0.90%
1 Year
+5.58%
3 Years (annualized)
+3.42%
5 Years (annualized)
+0.41%
10 Years (annualized)
+1.39%

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
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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)
+0.90%
Peer Avg (YTD)
+0.39%
vs Peers
+0.52%

SICYX Mutual Fund Performance

SICYX performance across multiple time periods: 1-month -1.17%, YTD 0.90%, 1-year 5.58%, 3-year 3.42%, 5-year 0.41%, 10-year 1.39%.

SICYX returns outperform the peer average of 0.39% 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.