SSIZX Mutual Fund

SSIZX Mutual Fund

NAV$19.29
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Returns Overview

1 Month
-0.84%
3 Months
-0.29%
6 Months
-0.64%
YTD
-0.11%
1 Year
+3.03%
3 Years (annualized)
+3.62%
5 Years (annualized)
+0.73%
10 Years (annualized)
+2.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSIZX 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)
-0.11%
Peer Avg (YTD)
+0.12%
vs Peers
-0.23%

SSIZX Mutual Fund Performance

SSIZX performance across multiple time periods: 1-month -0.84%, YTD -0.11%, 1-year 3.03%, 3-year 3.62%, 5-year 0.73%, 10-year 2.13%.

SSIZX returns trail the peer average of 0.12% YTD. With an expense ratio of 1.85%, investors should weigh costs against performance when evaluating this mutual fund.

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