SIIDX Mutual Fund

NAV$13.15

Returns Overview

1 Month
+0.55%
3 Months
+2.84%
6 Months
+3.37%
YTD
+6.76%
1 Year
+6.06%
3 Years (annualized)
+5.82%
5 Years (annualized)
-0.32%
10 Years (annualized)
+1.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SIIDX 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

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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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+6.76%
Peer Avg (YTD)
+5.26%
vs Peers
+1.50%

SIIDX Mutual Fund Performance

SIIDX performance across multiple time periods: 1-month 0.55%, YTD 6.76%, 1-year 6.06%, 3-year 5.82%, 5-year -0.32%, 10-year 1.61%.

SIIDX returns outperform the peer average of 5.26% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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