SISEX Mutual Fund

SISEX Mutual Fund

NAV$35.40
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Returns Overview

1 Month
+2.05%
3 Months
+5.25%
6 Months
+10.61%
YTD
+14.80%
1 Year
+25.98%
3 Years (annualized)
+15.78%
5 Years (annualized)
+7.71%
10 Years (annualized)
+9.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SISEX 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 ACWI ex USA Net Index(^MSCIACWIUSANI)
This Mutual Fund (YTD)
+14.80%
Peer Avg (YTD)
+9.42%
vs Peers
+5.38%

SISEX Mutual Fund Performance

SISEX performance across multiple time periods: 1-month 2.05%, YTD 14.80%, 1-year 25.98%, 3-year 15.78%, 5-year 7.71%, 10-year 9.89%.

SISEX returns outperform the peer average of 9.42% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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