SISIX Mutual Fund

NAV$10.94

Returns Overview

1 Month
+0.58%
3 Months
+1.82%
6 Months
+1.67%
YTD
+1.67%
1 Year
+5.27%
3 Years (annualized)
+3.19%
5 Years (annualized)
+0.89%
10 Years (annualized)
+1.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SISIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Boomberg Municipal 1-15 Year Blend (1-17) Index
This Mutual Fund (YTD)
+1.67%
Peer Avg (YTD)
+0.38%
vs Peers
+1.28%

SISIX Mutual Fund Performance

SISIX performance across multiple time periods: 1-month 0.58%, YTD 1.67%, 1-year 5.27%, 3-year 3.19%, 5-year 0.89%, 10-year 1.97%.

SISIX returns outperform the peer average of 0.38% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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