SIICX Mutual Fund

SIICX Mutual Fund

NAV$15.17
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Returns Overview

1 Month
-0.33%
3 Months
-4.63%
6 Months
-5.24%
YTD
-2.09%
1 Year
-0.25%
3 Years (annualized)
+6.43%
5 Years (annualized)
+1.48%

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
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🏦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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
-2.09%
Peer Avg (YTD)
+6.22%
vs Peers
-8.31%

SIICX Mutual Fund Performance

SIICX performance across multiple time periods: 1-month -0.33%, YTD -2.09%, 1-year -0.25%, 3-year 6.43%, 5-year 1.48%.

SIICX returns trail the peer average of 6.22% 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.