SISAX Mutual Fund

SISAX Mutual Fund

NAV$29.71
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Returns Overview

1 Month
+1.50%
3 Months
+2.83%
6 Months
+7.21%
YTD
+11.66%
1 Year
+17.97%
3 Years (annualized)
+16.72%
5 Years (annualized)
+8.75%
10 Years (annualized)
+10.81%

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)
+11.66%
Peer Avg (YTD)
+7.17%
vs Peers
+4.49%

SISAX Mutual Fund Performance

SISAX performance across multiple time periods: 1-month 1.50%, YTD 11.66%, 1-year 17.97%, 3-year 16.72%, 5-year 8.75%, 10-year 10.81%.

SISAX returns outperform the peer average of 7.17% 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.