SFITX Mutual Fund

SFITX Mutual Fund

NAV$9.53
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Returns Overview

1 Month
+0.85%
3 Months
+0.01%
6 Months
+0.01%
YTD
-0.01%
1 Year
+0.70%
3 Years (annualized)
+3.94%
5 Years (annualized)
+1.63%
10 Years (annualized)
+1.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SFITX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg 1-5 Year US Treasury Index
This Mutual Fund (YTD)
-0.01%
Peer Avg (YTD)
+1.93%
vs Peers
-1.94%

SFITX Mutual Fund Performance

SFITX performance across multiple time periods: 1-month 0.85%, YTD -0.01%, 1-year 0.70%, 3-year 3.94%, 5-year 1.63%, 10-year 1.31%.

SFITX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.16%, investors should weigh costs against performance when evaluating this mutual fund.

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