SINAX Mutual Fund

SINAX Mutual Fund

NAV$44.78
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Returns Overview

1 Month
+1.94%
3 Months
+4.26%
6 Months
+9.35%
YTD
+12.68%
1 Year
+22.16%
3 Years (annualized)
+12.37%
5 Years (annualized)
+9.13%
10 Years (annualized)
+10.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SINAX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+12.68%
Peer Avg (YTD)
+11.41%
vs Peers
+1.27%

SINAX Mutual Fund Performance

SINAX performance across multiple time periods: 1-month 1.94%, YTD 12.68%, 1-year 22.16%, 3-year 12.37%, 5-year 9.13%, 10-year 10.61%.

SINAX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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