SIFIX Mutual Fund

NAV$9.02

Returns Overview

1 Month
+0.44%
3 Months
+1.35%
6 Months
+0.56%
YTD
+0.67%
1 Year
+1.33%
3 Years (annualized)
+3.58%
5 Years (annualized)
+0.71%
10 Years (annualized)
+1.47%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Global Aggregate ex-US Index
This Mutual Fund (YTD)
+0.67%
Peer Avg (YTD)
+0.99%
vs Peers
-0.32%

SIFIX Mutual Fund Performance

SIFIX performance across multiple time periods: 1-month 0.44%, YTD 0.67%, 1-year 1.33%, 3-year 3.58%, 5-year 0.71%, 10-year 1.47%.

SIFIX returns trail the peer average of 0.99% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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