SICIX Mutual Fund

NAV$11.28

Returns Overview

1 Month
-0.18%
3 Months
+1.91%
6 Months
+2.74%
YTD
+2.65%
1 Year
+6.13%
3 Years (annualized)
+6.58%
5 Years (annualized)
+1.75%
10 Years (annualized)
+2.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SICIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index Total Return
This Mutual Fund (YTD)
+2.65%
Peer Avg (YTD)
+4.14%
vs Peers
-1.49%

SICIX Mutual Fund Performance

SICIX performance across multiple time periods: 1-month -0.18%, YTD 2.65%, 1-year 6.13%, 3-year 6.58%, 5-year 1.75%, 10-year 2.48%.

SICIX returns trail the peer average of 4.14% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

SICIX performance comparison shows side-by-side returns with another fund. SICIX alternatives are available in the Mutual Fund Screener.