SFILX Mutual Fund

SFILX Mutual Fund

NAV$17.10
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Returns Overview

1 Month
-2.01%
3 Months
-0.53%
6 Months
-0.70%
YTD
+9.44%
1 Year
+14.61%
3 Years (annualized)
+20.75%
5 Years (annualized)
+7.61%
10 Years (annualized)
+8.23%

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
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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
Russell RAFI Developed ex US Small Company Index
This Mutual Fund (YTD)
+9.44%
Peer Avg (YTD)
+7.47%
vs Peers
+1.97%

SFILX Mutual Fund Performance

SFILX performance across multiple time periods: 1-month -2.01%, YTD 9.44%, 1-year 14.61%, 3-year 20.75%, 5-year 7.61%, 10-year 8.23%.

SFILX returns outperform the peer average of 7.47% 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.