SFILX Mutual Fund

NAV$17.55

Returns Overview

1 Month
-3.21%
3 Months
+5.69%
6 Months
+9.24%
YTD
+8.54%
1 Year
+24.97%
3 Years (annualized)
+19.15%
5 Years (annualized)
+8.37%
10 Years (annualized)
+9.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SFILX 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
Russell RAFI Developed ex US Small Company Index
This Mutual Fund (YTD)
+8.54%
Peer Avg (YTD)
+9.16%
vs Peers
-0.62%

SFILX Mutual Fund Performance

SFILX performance across multiple time periods: 1-month -3.21%, YTD 8.54%, 1-year 24.97%, 3-year 19.15%, 5-year 8.37%, 10-year 9.32%.

SFILX returns trail the peer average of 9.16% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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