SSIZX Mutual Fund

SSIZX Mutual Fund

NAV$18.94
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Returns Overview

1 Month
+0.50%
3 Months
-0.50%
6 Months
-1.30%
YTD
+0.39%
1 Year
+2.50%
3 Years (annualized)
+4.02%
5 Years (annualized)
+0.81%
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)
+0.39%
Peer Avg (YTD)
+2.15%
vs Peers
-1.76%

SSIZX Mutual Fund Performance

SSIZX performance across multiple time periods: 1-month 0.50%, YTD 0.39%, 1-year 2.50%, 3-year 4.02%, 5-year 0.81%, 10-year 2.13%.

SSIZX 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.

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