SISEX Mutual Fund

NAV$33.64

Returns Overview

1 Month
-2.30%
3 Months
+10.96%
6 Months
+12.41%
YTD
+12.49%
1 Year
+22.43%
3 Years (annualized)
+16.07%
5 Years (annualized)
+7.05%
10 Years (annualized)
+9.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SISEX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI ex USA Net Index(^MSCIACWIUSANI)
This Mutual Fund (YTD)
+12.49%
Peer Avg (YTD)
+9.13%
vs Peers
+3.36%

SISEX Mutual Fund Performance

SISEX performance across multiple time periods: 1-month -2.30%, YTD 12.49%, 1-year 22.43%, 3-year 16.07%, 5-year 7.05%, 10-year 9.99%.

SISEX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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