SFMIX Mutual Fund

NAV$39.06

Returns Overview

1 Month
+3.85%
3 Months
+17.85%
6 Months
+13.80%
YTD
+12.63%
1 Year
+17.09%
3 Years (annualized)
+16.25%
5 Years (annualized)
+6.71%
10 Years (annualized)
+14.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SFMIX 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 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+12.63%
Peer Avg (YTD)
+10.82%
vs Peers
+1.81%

SFMIX Mutual Fund Performance

SFMIX performance across multiple time periods: 1-month 3.85%, YTD 12.63%, 1-year 17.09%, 3-year 16.25%, 5-year 6.71%, 10-year 14.46%.

SFMIX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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