SISAX Mutual Fund

SISAX Mutual Fund

NAV$30.46
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Returns Overview

1 Month
+0.94%
3 Months
+3.73%
6 Months
+7.39%
YTD
+10.01%
1 Year
+20.05%
3 Years (annualized)
+14.74%
5 Years (annualized)
+8.88%
10 Years (annualized)
+10.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SISAX 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
S&P 500 Index Total Return
This Mutual Fund (YTD)
+10.01%
Peer Avg (YTD)
+6.57%
vs Peers
+3.44%

SISAX Mutual Fund Performance

SISAX performance across multiple time periods: 1-month 0.94%, YTD 10.01%, 1-year 20.05%, 3-year 14.74%, 5-year 8.88%, 10-year 10.76%.

SISAX returns outperform the peer average of 6.57% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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