SISLX Mutual Fund

SISLX Mutual Fund

NAV$33.24
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Returns Overview

1 Month
-3.31%
3 Months
+1.93%
6 Months
+13.03%
YTD
+14.51%
1 Year
+17.12%
3 Years (annualized)
+18.70%
5 Years (annualized)
+7.48%
10 Years (annualized)
+9.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SISLX 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
MSCI ACWI ex USA Net Index(^MSCIACWIUSANI)
This Mutual Fund (YTD)
+14.51%
Peer Avg (YTD)
+9.29%
vs Peers
+5.22%

SISLX Mutual Fund Performance

SISLX performance across multiple time periods: 1-month -3.31%, YTD 14.51%, 1-year 17.12%, 3-year 18.70%, 5-year 7.48%, 10-year 9.95%.

SISLX returns outperform the peer average of 9.29% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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