SIIIX Mutual Fund

SIIIX Mutual Fund

NAV$16.45
See inside every fund you own
$149/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+1.57%
3 Months
+4.43%
6 Months
+5.38%
YTD
+5.45%
1 Year
+10.79%
3 Years (annualized)
+8.97%
5 Years (annualized)
+4.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SIIIX 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)
+5.45%
Peer Avg (YTD)
+6.73%
vs Peers
-1.28%

SIIIX Mutual Fund Performance

SIIIX performance across multiple time periods: 1-month 1.57%, YTD 5.45%, 1-year 10.79%, 3-year 8.97%, 5-year 4.53%.

SIIIX returns trail the peer average of 6.73% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

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