SFILX Mutual Fund

SFILX Mutual Fund

NAV$17.29
See how much of SFILX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+4.20%
3 Months
+2.23%
6 Months
+1.77%
YTD
+14.64%
1 Year
+21.49%
3 Years (annualized)
+19.10%
5 Years (annualized)
+8.33%
10 Years (annualized)
+8.91%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell RAFI Developed ex US Small Company Index
This Mutual Fund (YTD)
+14.64%
Peer Avg (YTD)
+9.98%
vs Peers
+4.67%

SFILX Mutual Fund Performance

SFILX performance across multiple time periods: 1-month 4.20%, YTD 14.64%, 1-year 21.49%, 3-year 19.10%, 5-year 8.33%, 10-year 8.91%.

SFILX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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