SSIFX Mutual Fund

SSIFX Mutual Fund

NAV$28.30
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Returns Overview

1 Month
-5.94%
3 Months
-1.15%
6 Months
+8.47%
YTD
+15.02%
1 Year
+25.09%
3 Years (annualized)
+15.88%
5 Years (annualized)
+7.26%
10 Years (annualized)
+10.89%

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
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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
Bloomberg Developed Markets ex US Large & Mid Cap Total Return Index
This Mutual Fund (YTD)
+15.02%
Peer Avg (YTD)
+6.23%
vs Peers
+8.79%

SSIFX Mutual Fund Performance

SSIFX performance across multiple time periods: 1-month -5.94%, YTD 15.02%, 1-year 25.09%, 3-year 15.88%, 5-year 7.26%, 10-year 10.89%.

SSIFX returns outperform the peer average of 6.23% 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.