SISLX Mutual Fund

SISLX Mutual Fund

NAV$33.85
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Returns Overview

1 Month
+2.05%
3 Months
+5.17%
6 Months
+10.51%
YTD
+14.65%
1 Year
+25.65%
3 Years (annualized)
+15.49%
5 Years (annualized)
+7.44%
10 Years (annualized)
+9.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SISLX 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)
+14.65%
Peer Avg (YTD)
+9.42%
vs Peers
+5.23%

SISLX Mutual Fund Performance

SISLX performance across multiple time periods: 1-month 2.05%, YTD 14.65%, 1-year 25.65%, 3-year 15.49%, 5-year 7.44%, 10-year 9.61%.

SISLX returns outperform the peer average of 9.42% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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