SIPIX Mutual Fund

SIPIX Mutual Fund

NAV$31.23
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Returns Overview

1 Month
+3.67%
3 Months
+1.27%
6 Months
+5.67%
YTD
+14.46%
1 Year
+18.40%
3 Years (annualized)
+19.48%
5 Years (annualized)
+7.79%
10 Years (annualized)
+10.34%

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
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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 Midcap Index(^RMCC)
This Mutual Fund (YTD)
+14.46%
Peer Avg (YTD)
+8.01%
vs Peers
+6.46%

SIPIX Mutual Fund Performance

SIPIX performance across multiple time periods: 1-month 3.67%, YTD 14.46%, 1-year 18.40%, 3-year 19.48%, 5-year 7.79%, 10-year 10.34%.

SIPIX returns outperform the peer average of 8.01% 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.