SIIIX Mutual Fund

SIIIX Mutual Fund

NAV$15.80
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Returns Overview

1 Month
-2.09%
3 Months
-0.38%
6 Months
+2.87%
YTD
+3.24%
1 Year
+7.02%
3 Years (annualized)
+7.01%
5 Years (annualized)
+4.45%

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
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📉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)
+3.24%
Peer Avg (YTD)
+6.57%
vs Peers
-3.33%

SIIIX Mutual Fund Performance

SIIIX performance across multiple time periods: 1-month -2.09%, YTD 3.24%, 1-year 7.02%, 3-year 7.01%, 5-year 4.45%.

SIIIX returns trail the peer average of 6.57% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

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