SICYX Mutual Fund

SICYX Mutual Fund

NAV$7.83
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Returns Overview

1 Month
+0.01%
3 Months
-0.41%
6 Months
-0.93%
YTD
+0.92%
1 Year
+4.26%
3 Years (annualized)
+3.65%
5 Years (annualized)
+0.50%
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)
+0.92%
Peer Avg (YTD)
+0.17%
vs Peers
+0.74%

SICYX Mutual Fund Performance

SICYX performance across multiple time periods: 1-month 0.01%, YTD 0.92%, 1-year 4.26%, 3-year 3.65%, 5-year 0.50%, 10-year 1.39%.

SICYX returns outperform the peer average of 0.17% 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.