SIBAX Mutual Fund

SIBAX Mutual Fund

NAV$39.22
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Returns Overview

1 Month
-1.27%
3 Months
-1.74%
6 Months
+0.23%
YTD
+2.38%
1 Year
+1.83%
3 Years (annualized)
+15.66%
5 Years (annualized)
+6.11%
10 Years (annualized)
+10.23%

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)
+2.38%
Peer Avg (YTD)
+5.30%
vs Peers
-2.92%

SIBAX Mutual Fund Performance

SIBAX performance across multiple time periods: 1-month -1.27%, YTD 2.38%, 1-year 1.83%, 3-year 15.66%, 5-year 6.11%, 10-year 10.23%.

SIBAX returns trail the peer average of 5.30% 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.