SICWX Mutual Fund

SICWX Mutual Fund

NAV$92.25
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Returns Overview

1 Month
-0.66%
3 Months
+6.78%
6 Months
+18.35%
YTD
+9.69%
1 Year
+13.13%
3 Years (annualized)
+18.14%
5 Years (annualized)
+10.61%
10 Years (annualized)
+14.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SICWX 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(SPX)
This Mutual Fund (YTD)
+9.69%
Peer Avg (YTD)
+9.91%
vs Peers
-0.22%

SICWX Mutual Fund Performance

SICWX performance across multiple time periods: 1-month -0.66%, YTD 9.69%, 1-year 13.13%, 3-year 18.14%, 5-year 10.61%, 10-year 14.34%.

SICWX returns trail the peer average of 9.91% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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