SIICX Mutual Fund

SIICX Mutual Fund

NAV$15.27
See how much of SIICX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.39%
3 Months
-1.12%
6 Months
-0.03%
YTD
+2.27%
1 Year
+3.68%
3 Years (annualized)
+5.78%
5 Years (annualized)
+2.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SIICX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+2.27%
Peer Avg (YTD)
+7.17%
vs Peers
-4.90%

SIICX Mutual Fund Performance

SIICX performance across multiple time periods: 1-month -0.39%, YTD 2.27%, 1-year 3.68%, 3-year 5.78%, 5-year 2.68%.

SIICX returns trail the peer average of 7.17% YTD. With an expense ratio of 2.51%, investors should weigh costs against performance when evaluating this mutual fund.

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