SISIX Mutual Fund

SISIX Mutual Fund

NAV$10.55
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Returns Overview

1 Month
-3.36%
3 Months
-5.08%
6 Months
-3.36%
YTD
-3.50%
1 Year
-2.09%
3 Years (annualized)
+2.83%
5 Years (annualized)
+0.42%
10 Years (annualized)
+1.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SISIX 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
Boomberg Municipal 1-15 Year Blend (1-17) Index
This Mutual Fund (YTD)
-3.50%
Peer Avg (YTD)
-1.65%
vs Peers
-1.85%

SISIX Mutual Fund Performance

SISIX performance across multiple time periods: 1-month -3.36%, YTD -3.50%, 1-year -2.09%, 3-year 2.83%, 5-year 0.42%, 10-year 1.80%.

SISIX returns trail the peer average of -1.65% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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