SSIJX Mutual Fund

NAV$10.22

Returns Overview

1 Month
+0.58%
3 Months
+2.64%
6 Months
+3.46%
YTD
+3.35%
1 Year
+7.20%
3 Years (annualized)
+8.24%
5 Years (annualized)
+4.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSIJX 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
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+3.35%
Peer Avg (YTD)
+3.47%
vs Peers
-0.12%

SSIJX Mutual Fund Performance

SSIJX performance across multiple time periods: 1-month 0.58%, YTD 3.35%, 1-year 7.20%, 3-year 8.24%, 5-year 4.76%.

SSIJX returns trail the peer average of 3.47% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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