SICYX Mutual Fund

SICYX Mutual Fund

NAV$7.83
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Returns Overview

1 Month
-3.18%
3 Months
-4.30%
6 Months
-2.34%
YTD
-2.29%
1 Year
-0.91%
3 Years (annualized)
+3.65%
5 Years (annualized)
+0.50%
10 Years (annualized)
+1.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SICYX 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 California Intermediate Municipal Bond Index(^BBCIMBI)
This Mutual Fund (YTD)
-2.29%
Peer Avg (YTD)
-3.88%
vs Peers
+1.58%

SICYX Mutual Fund Performance

SICYX performance across multiple time periods: 1-month -3.18%, YTD -2.29%, 1-year -0.91%, 3-year 3.65%, 5-year 0.50%, 10-year 1.39%.

SICYX returns outperform the peer average of -3.88% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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