SIFZX Mutual Fund

SIFZX Mutual Fund

NAV$27.91
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Returns Overview

1 Month
-5.91%
3 Months
-1.04%
6 Months
+8.66%
YTD
+15.19%
1 Year
+25.44%
3 Years (annualized)
+16.18%
5 Years (annualized)
+7.52%
10 Years (annualized)
+11.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SIFZX 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 Developed Markets ex US Large & Mid Cap Total Return Index
This Mutual Fund (YTD)
+15.19%
Peer Avg (YTD)
+6.23%
vs Peers
+8.96%

SIFZX Mutual Fund Performance

SIFZX performance across multiple time periods: 1-month -5.91%, YTD 15.19%, 1-year 25.44%, 3-year 16.18%, 5-year 7.52%, 10-year 11.14%.

SIFZX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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