SSIQX Mutual Fund

SSIQX Mutual Fund

NAV$16.06
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Returns Overview

1 Month
-2.29%
3 Months
-2.53%
6 Months
+2.33%
YTD
+10.47%
1 Year
+19.38%
3 Years (annualized)
+25.30%
5 Years (annualized)
+12.22%
10 Years (annualized)
+9.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSIQX 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
MSCI EAFE (Europe, Australasia, Far East) Index (net div)
This Mutual Fund (YTD)
+10.47%
Peer Avg (YTD)
+10.38%
vs Peers
+0.09%

SSIQX Mutual Fund Performance

SSIQX performance across multiple time periods: 1-month -2.29%, YTD 10.47%, 1-year 19.38%, 3-year 25.30%, 5-year 12.22%, 10-year 9.55%.

SSIQX returns outperform the peer average of 10.38% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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