SIIAX Mutual Fund

NAV$16.40

Returns Overview

1 Month
+1.49%
3 Months
+4.32%
6 Months
+5.27%
YTD
+5.27%
1 Year
+10.48%
3 Years (annualized)
+8.71%
5 Years (annualized)
+4.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SIIAX 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

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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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+5.27%
Peer Avg (YTD)
+6.73%
vs Peers
-1.45%

SIIAX Mutual Fund Performance

SIIAX performance across multiple time periods: 1-month 1.49%, YTD 5.27%, 1-year 10.48%, 3-year 8.71%, 5-year 4.24%.

SIIAX returns trail the peer average of 6.73% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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