SIPIX Mutual Fund

SIPIX Mutual Fund

NAV$30.84
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Returns Overview

1 Month
+0.35%
3 Months
+4.34%
6 Months
+11.79%
YTD
+14.21%
1 Year
+20.49%
3 Years (annualized)
+14.28%
5 Years (annualized)
+8.35%
10 Years (annualized)
+10.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SIPIX 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
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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 Midcap Index(^RMCC)
This Mutual Fund (YTD)
+14.21%
Peer Avg (YTD)
+9.54%
vs Peers
+4.67%

SIPIX Mutual Fund Performance

SIPIX performance across multiple time periods: 1-month 0.35%, YTD 14.21%, 1-year 20.49%, 3-year 14.28%, 5-year 8.35%, 10-year 10.08%.

SIPIX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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