SIICX Mutual Fund

NAV$16.35

Returns Overview

1 Month
+1.43%
3 Months
+4.15%
6 Months
+4.84%
YTD
+4.91%
1 Year
+9.62%
3 Years (annualized)
+7.89%
5 Years (annualized)
+3.48%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+4.91%
Peer Avg (YTD)
+6.73%
vs Peers
-1.82%

SIICX Mutual Fund Performance

SIICX performance across multiple time periods: 1-month 1.43%, YTD 4.91%, 1-year 9.62%, 3-year 7.89%, 5-year 3.48%.

SIICX returns trail the peer average of 6.73% YTD. With an expense ratio of 2.51%, investors should weigh costs against performance when evaluating this mutual fund.

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