SSIQX Mutual Fund

SSIQX Mutual Fund

NAV$15.98
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Returns Overview

1 Month
-2.23%
3 Months
+3.06%
6 Months
+10.44%
YTD
+13.06%
1 Year
+23.69%
3 Years (annualized)
+24.44%
5 Years (annualized)
+12.88%
10 Years (annualized)
+10.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSIQX 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 EAFE (Europe, Australasia, Far East) Index (net div)
This Mutual Fund (YTD)
+13.06%
Peer Avg (YTD)
+9.89%
vs Peers
+3.17%

SSIQX Mutual Fund Performance

SSIQX performance across multiple time periods: 1-month -2.23%, YTD 13.06%, 1-year 23.69%, 3-year 24.44%, 5-year 12.88%, 10-year 10.05%.

SSIQX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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