SIBPX Mutual Fund

SIBPX Mutual Fund

NAV$9.15
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Returns Overview

1 Month
+2.21%
3 Months
-0.76%
6 Months
-1.92%
YTD
-2.54%
1 Year
-2.30%
3 Years (annualized)
+2.72%
5 Years (annualized)
+0.87%
10 Years (annualized)
+0.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SIBPX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays US Government/Credit Intermediate Total Return USD(^BBUGCRINTTR)
This Mutual Fund (YTD)
-2.54%
Peer Avg (YTD)
+1.93%
vs Peers
-4.46%

SIBPX Mutual Fund Performance

SIBPX performance across multiple time periods: 1-month 2.21%, YTD -2.54%, 1-year -2.30%, 3-year 2.72%, 5-year 0.87%, 10-year 0.74%.

SIBPX returns trail the peer average of 1.93% YTD. With an expense ratio of 1.81%, investors should weigh costs against performance when evaluating this mutual fund.

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