SIFIX Mutual Fund

SIFIX Mutual Fund

NAV$9.04
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Returns Overview

1 Month
+1.35%
3 Months
+0.22%
6 Months
+0.56%
YTD
+0.22%
1 Year
-0.52%
3 Years (annualized)
+3.97%
5 Years (annualized)
+0.75%
10 Years (annualized)
+1.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SIFIX 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 Global Aggregate ex-US Index
This Mutual Fund (YTD)
+0.22%
Peer Avg (YTD)
-0.97%
vs Peers
+1.19%

SIFIX Mutual Fund Performance

SIFIX performance across multiple time periods: 1-month 1.35%, YTD 0.22%, 1-year -0.52%, 3-year 3.97%, 5-year 0.75%, 10-year 1.48%.

SIFIX returns outperform the peer average of -0.97% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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