SINAX Mutual Fund

SINAX Mutual Fund

NAV$43.37
See how much of SINAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.84%
3 Months
+6.24%
6 Months
+6.51%
YTD
+13.63%
1 Year
+18.51%
3 Years (annualized)
+13.47%
5 Years (annualized)
+8.72%
10 Years (annualized)
+10.72%

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
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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+13.63%
Peer Avg (YTD)
+12.44%
vs Peers
+1.19%

SINAX Mutual Fund Performance

SINAX performance across multiple time periods: 1-month 0.84%, YTD 13.63%, 1-year 18.51%, 3-year 13.47%, 5-year 8.72%, 10-year 10.72%.

SINAX returns outperform the peer average of 12.44% 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.