SIFFX Mutual Fund

SIFFX Mutual Fund

NAV$9.40
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Returns Overview

1 Month
+0.30%
3 Months
+0.99%
6 Months
+1.32%
YTD
+2.03%
1 Year
+3.56%
3 Years (annualized)
+7.97%
5 Years (annualized)
+4.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SIFFX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.03%
Peer Avg (YTD)
+0.12%
vs Peers
+1.91%

SIFFX Mutual Fund Performance

SIFFX performance across multiple time periods: 1-month 0.30%, YTD 2.03%, 1-year 3.56%, 3-year 7.97%, 5-year 4.74%.

SIFFX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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