SIBLX Mutual Fund

SIBLX Mutual Fund

NAV$31.51
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Returns Overview

1 Month
+1.72%
3 Months
+2.48%
6 Months
+3.06%
YTD
+4.06%
1 Year
+10.06%
3 Years (annualized)
+11.44%
5 Years (annualized)
+7.32%
10 Years (annualized)
+10.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SIBLX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.06%
Peer Avg (YTD)
+5.54%
vs Peers
-1.48%

SIBLX Mutual Fund Performance

SIBLX performance across multiple time periods: 1-month 1.72%, YTD 4.06%, 1-year 10.06%, 3-year 11.44%, 5-year 7.32%, 10-year 10.29%.

SIBLX returns trail the peer average of 5.54% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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