SISLX Mutual Fund

SISLX Mutual Fund

NAV$32.64
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Returns Overview

1 Month
-2.19%
3 Months
-2.31%
6 Months
+2.74%
YTD
+12.00%
1 Year
+14.47%
3 Years (annualized)
+19.93%
5 Years (annualized)
+6.64%
10 Years (annualized)
+9.14%

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)
+12.00%
Peer Avg (YTD)
+8.05%
vs Peers
+3.95%

SISLX Mutual Fund Performance

SISLX performance across multiple time periods: 1-month -2.19%, YTD 12.00%, 1-year 14.47%, 3-year 19.93%, 5-year 6.64%, 10-year 9.14%.

SISLX returns outperform the peer average of 8.05% 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.