SSIFX Mutual Fund

NAV$26.29

Returns Overview

1 Month
-5.47%
3 Months
-2.34%
6 Months
+7.39%
YTD
+11.26%
1 Year
+31.34%
3 Years (annualized)
+18.74%
5 Years (annualized)
+10.01%
10 Years (annualized)
+12.16%

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
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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
Bloomberg Developed Markets ex US Large & Mid Cap Total Return Index
This Mutual Fund (YTD)
+11.26%
Peer Avg (YTD)
+8.97%
vs Peers
+2.29%

SSIFX Mutual Fund Performance

SSIFX performance across multiple time periods: 1-month -5.47%, YTD 11.26%, 1-year 31.34%, 3-year 18.74%, 5-year 10.01%, 10-year 12.16%.

SSIFX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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