SIBAX Mutual Fund

SIBAX Mutual Fund

NAV$40.50
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Returns Overview

1 Month
+1.18%
3 Months
+2.00%
6 Months
+4.30%
YTD
+4.19%
1 Year
+11.57%
3 Years (annualized)
+13.81%
5 Years (annualized)
+7.11%
10 Years (annualized)
+10.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SIBAX 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
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📉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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.19%
Peer Avg (YTD)
+5.54%
vs Peers
-1.34%

SIBAX Mutual Fund Performance

SIBAX performance across multiple time periods: 1-month 1.18%, YTD 4.19%, 1-year 11.57%, 3-year 13.81%, 5-year 7.11%, 10-year 10.30%.

SIBAX returns trail the peer average of 5.54% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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