SSIFX Mutual Fund

SSIFX Mutual Fund

NAV$25.59
See how much of SSIFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.45%
3 Months
-3.16%
6 Months
-4.27%
YTD
+9.27%
1 Year
+6.59%
3 Years (annualized)
+17.58%
5 Years (annualized)
+6.48%
10 Years (annualized)
+10.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSIFX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Developed Markets ex US Large & Mid Cap Total Return Index
This Mutual Fund (YTD)
+9.27%
Peer Avg (YTD)
+5.23%
vs Peers
+4.03%

SSIFX Mutual Fund Performance

SSIFX performance across multiple time periods: 1-month -4.45%, YTD 9.27%, 1-year 6.59%, 3-year 17.58%, 5-year 6.48%, 10-year 10.68%.

SSIFX returns outperform the peer average of 5.23% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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