SIIEX Mutual Fund

SIIEX Mutual Fund

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Returns Overview

1 Month
-0.33%
3 Months
+6.91%
6 Months
+12.31%
YTD
+21.28%
1 Year
+45.53%
3 Years (annualized)
+23.59%
5 Years (annualized)
+13.44%
10 Years (annualized)
+10.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SIIEX 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
MSCI All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+21.28%
Peer Avg (YTD)
+9.42%
vs Peers
+11.86%

SIIEX Mutual Fund Performance

SIIEX performance across multiple time periods: 1-month -0.33%, YTD 21.28%, 1-year 45.53%, 3-year 23.59%, 5-year 13.44%, 10-year 10.54%.

SIIEX returns outperform the peer average of 9.42% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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