SICIX Mutual Fund

SICIX Mutual Fund

NAV$11.19
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Returns Overview

1 Month
-1.59%
3 Months
+0.02%
6 Months
+1.47%
YTD
+2.20%
1 Year
+3.71%
3 Years (annualized)
+6.92%
5 Years (annualized)
+3.00%
10 Years (annualized)
+3.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SICIX 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
S&P 500 Index Total Return
This Mutual Fund (YTD)
+2.20%
Peer Avg (YTD)
+2.46%
vs Peers
-0.25%

SICIX Mutual Fund Performance

SICIX performance across multiple time periods: 1-month -1.59%, YTD 2.20%, 1-year 3.71%, 3-year 6.92%, 5-year 3.00%, 10-year 3.35%.

SICIX returns trail the peer average of 2.46% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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