SISSX Mutual Fund

NAV$9.76

Returns Overview

3 Months
+0.20%
6 Months
-0.81%
YTD
+0.23%
1 Year
+2.40%
3 Years (annualized)
+1.77%
5 Years (annualized)
+1.54%
10 Years (annualized)
+1.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SISSX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Short Treasury 3-6 Month Index
This Mutual Fund (YTD)
+0.23%
Peer Avg (YTD)
+3.81%
vs Peers
-3.57%

SISSX Mutual Fund Performance

SISSX performance across multiple time periods: YTD 0.23%, 1-year 2.40%, 3-year 1.77%, 5-year 1.54%, 10-year 1.48%.

SISSX returns trail the peer average of 3.81% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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