SSIZX Mutual Fund

NAV$19.38
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Returns Overview

1 Month
-0.16%
3 Months
+1.59%
6 Months
+0.79%
YTD
+0.73%
1 Year
+4.01%
3 Years (annualized)
+4.10%
5 Years (annualized)
+0.93%
10 Years (annualized)
+2.34%

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

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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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.73%
Peer Avg (YTD)
+3.23%
vs Peers
-2.49%

SSIZX Mutual Fund Performance

SSIZX performance across multiple time periods: 1-month -0.16%, YTD 0.73%, 1-year 4.01%, 3-year 4.10%, 5-year 0.93%, 10-year 2.34%.

SSIZX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.85%, investors should weigh costs against performance when evaluating this mutual fund.

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