SSIFX Mutual Fund

SSIFX Mutual Fund

NAV$26.69
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Returns Overview

1 Month
-2.57%
3 Months
-4.67%
6 Months
+12.85%
YTD
+14.36%
1 Year
+16.70%
3 Years (annualized)
+18.38%
5 Years (annualized)
+7.19%
10 Years (annualized)
+11.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSIFX 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 Developed Markets ex US Large & Mid Cap Total Return Index
This Mutual Fund (YTD)
+14.36%
Peer Avg (YTD)
+8.68%
vs Peers
+5.67%

SSIFX Mutual Fund Performance

SSIFX performance across multiple time periods: 1-month -2.57%, YTD 14.36%, 1-year 16.70%, 3-year 18.38%, 5-year 7.19%, 10-year 11.33%.

SSIFX returns outperform the peer average of 8.68% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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