SINCX Mutual Fund

SINCX Mutual Fund

NAV$8.23
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Returns Overview

1 Month
+1.59%
3 Months
-1.02%
6 Months
-1.13%
YTD
-0.32%
1 Year
+0.51%
3 Years (annualized)
+7.49%
5 Years (annualized)
+1.02%
10 Years (annualized)
+2.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SINCX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.32%
Peer Avg (YTD)
+1.93%
vs Peers
-2.25%

SINCX Mutual Fund Performance

SINCX performance across multiple time periods: 1-month 1.59%, YTD -0.32%, 1-year 0.51%, 3-year 7.49%, 5-year 1.02%, 10-year 2.61%.

SINCX returns trail the peer average of 1.93% YTD. With an expense ratio of 1.73%, investors should weigh costs against performance when evaluating this mutual fund.

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