SBIFX Mutual Fund

SBIFX Mutual Fund

NAV$4.39
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Returns Overview

1 Month
+1.80%
3 Months
+1.26%
6 Months
+4.26%
YTD
+2.10%
1 Year
+5.94%
3 Years (annualized)
+4.85%
5 Years (annualized)
-0.49%
10 Years (annualized)
+1.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBIFX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.10%
Peer Avg (YTD)
+1.66%
vs Peers
+0.43%

SBIFX Mutual Fund Performance

SBIFX performance across multiple time periods: 1-month 1.80%, YTD 2.10%, 1-year 5.94%, 3-year 4.85%, 5-year -0.49%, 10-year 1.70%.

SBIFX returns outperform the peer average of 1.66% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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