SFITX Mutual Fund

SFITX Mutual Fund

NAV$9.45
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Returns Overview

1 Month
+0.22%
3 Months
+0.21%
6 Months
-0.50%
YTD
+0.19%
1 Year
+1.52%
3 Years (annualized)
+3.26%
5 Years (annualized)
+0.70%
10 Years (annualized)
+1.27%

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
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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 1-5 Year US Treasury Index
This Mutual Fund (YTD)
+0.19%
Peer Avg (YTD)
+2.15%
vs Peers
-1.96%

SFITX Mutual Fund Performance

SFITX performance across multiple time periods: 1-month 0.22%, YTD 0.19%, 1-year 1.52%, 3-year 3.26%, 5-year 0.70%, 10-year 1.27%.

SFITX returns trail the peer average of 2.15% 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.