SIICX Mutual Fund

SIICX Mutual Fund

NAV$15.24
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Returns Overview

1 Month
-3.95%
3 Months
-6.36%
6 Months
-2.48%
YTD
-1.77%
1 Year
-0.57%
3 Years (annualized)
+5.78%
5 Years (annualized)
+2.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SIICX 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 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
-1.77%
Peer Avg (YTD)
+6.10%
vs Peers
-7.87%

SIICX Mutual Fund Performance

SIICX performance across multiple time periods: 1-month -3.95%, YTD -1.77%, 1-year -0.57%, 3-year 5.78%, 5-year 2.68%.

SIICX returns trail the peer average of 6.10% YTD. With an expense ratio of 2.51%, investors should weigh costs against performance when evaluating this mutual fund.

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