SIFAX Mutual Fund

SIFAX Mutual Fund

NAV$8.79
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Returns Overview

1 Month
+3.48%
3 Months
-0.58%
6 Months
+5.12%
YTD
+8.56%
1 Year
+12.51%
3 Years (annualized)
+7.06%
5 Years (annualized)
+5.76%
10 Years (annualized)
+3.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SIFAX 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 1-5 Year US Treasury Index
This Mutual Fund (YTD)
+8.56%
Peer Avg (YTD)
+3.39%
vs Peers
+5.18%

SIFAX Mutual Fund Performance

SIFAX performance across multiple time periods: 1-month 3.48%, YTD 8.56%, 1-year 12.51%, 3-year 7.06%, 5-year 5.76%, 10-year 3.62%.

SIFAX returns outperform the peer average of 3.39% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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