SSIIX Mutual Fund

SSIIX Mutual Fund

NAV$19.00
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Returns Overview

1 Month
+0.55%
3 Months
-0.44%
6 Months
-1.24%
YTD
+0.44%
1 Year
+2.54%
3 Years (annualized)
+4.04%
5 Years (annualized)
+0.83%
10 Years (annualized)
+2.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSIIX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.44%
Peer Avg (YTD)
+2.15%
vs Peers
-1.71%

SSIIX Mutual Fund Performance

SSIIX performance across multiple time periods: 1-month 0.55%, YTD 0.44%, 1-year 2.54%, 3-year 4.04%, 5-year 0.83%, 10-year 2.11%.

SSIIX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.85%, investors should weigh costs against performance when evaluating this mutual fund.

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