SIIAX Mutual Fund

SIIAX Mutual Fund

NAV$15.29
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Returns Overview

1 Month
-3.86%
3 Months
-6.15%
6 Months
-2.10%
YTD
-1.21%
1 Year
+0.25%
3 Years (annualized)
+6.57%
5 Years (annualized)
+3.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SIIAX 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
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📉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 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
-1.21%
Peer Avg (YTD)
+6.10%
vs Peers
-7.31%

SIIAX Mutual Fund Performance

SIIAX performance across multiple time periods: 1-month -3.86%, YTD -1.21%, 1-year 0.25%, 3-year 6.57%, 5-year 3.46%.

SIIAX returns trail the peer average of 6.10% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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