SSIQX Mutual Fund

NAV$16.59

Returns Overview

1 Month
-1.20%
3 Months
+7.16%
6 Months
+10.09%
YTD
+9.71%
1 Year
+28.78%
3 Years (annualized)
+22.25%
5 Years (annualized)
+12.12%
10 Years (annualized)
+9.93%

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
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
MSCI EAFE (Europe, Australasia, Far East) Index (net div)
This Mutual Fund (YTD)
+9.71%
Peer Avg (YTD)
+8.71%
vs Peers
+0.99%

SSIQX Mutual Fund Performance

SSIQX performance across multiple time periods: 1-month -1.20%, YTD 9.71%, 1-year 28.78%, 3-year 22.25%, 5-year 12.12%, 10-year 9.93%.

SSIQX returns outperform the peer average of 8.71% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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