SINCX Mutual Fund

SINCX Mutual Fund

NAV$8.39
See how much of SINCX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.84%
3 Months
-0.11%
6 Months
+0.57%
YTD
+0.70%
1 Year
+4.61%
3 Years (annualized)
+6.06%
5 Years (annualized)
+1.17%
10 Years (annualized)
+2.82%

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
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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.70%
Peer Avg (YTD)
+0.12%
vs Peers
+0.58%

SINCX Mutual Fund Performance

SINCX performance across multiple time periods: 1-month -0.84%, YTD 0.70%, 1-year 4.61%, 3-year 6.06%, 5-year 1.17%, 10-year 2.82%.

SINCX returns outperform the peer average of 0.12% 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.