SIFZX Mutual Fund

SIFZX Mutual Fund

NAV$28.36
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Returns Overview

1 Month
+3.19%
3 Months
+18.49%
6 Months
+22.42%
YTD
+20.10%
1 Year
+31.68%
3 Years (annualized)
+19.02%
5 Years (annualized)
+10.26%

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)
+20.10%
Peer Avg (YTD)
+8.97%
vs Peers
+11.13%

SIFZX Mutual Fund Performance

SIFZX performance across multiple time periods: 1-month 3.19%, YTD 20.10%, 1-year 31.68%, 3-year 19.02%, 5-year 10.26%.

SIFZX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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