SISLX Mutual Fund

NAV$32.63

Returns Overview

1 Month
-2.33%
3 Months
+10.90%
6 Months
+12.27%
YTD
+12.35%
1 Year
+22.13%
3 Years (annualized)
+15.78%
5 Years (annualized)
+6.78%
10 Years (annualized)
+9.84%

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
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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)
+12.35%
Peer Avg (YTD)
+9.13%
vs Peers
+3.21%

SISLX Mutual Fund Performance

SISLX performance across multiple time periods: 1-month -2.33%, YTD 12.35%, 1-year 22.13%, 3-year 15.78%, 5-year 6.78%, 10-year 9.84%.

SISLX returns outperform the peer average of 9.13% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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