SIUPX Mutual Fund

SIUPX Mutual Fund

NAV$16.06
See how much of SIUPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.17%
3 Months
-0.67%
6 Months
-0.70%
YTD
-0.32%
1 Year
+2.91%
3 Years (annualized)
+4.26%
5 Years (annualized)
-0.59%
10 Years (annualized)
+2.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SIUPX 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)
-0.32%
Peer Avg (YTD)
+0.12%
vs Peers
-0.44%

SIUPX Mutual Fund Performance

SIUPX performance across multiple time periods: 1-month -1.17%, YTD -0.32%, 1-year 2.91%, 3-year 4.26%, 5-year -0.59%, 10-year 2.15%.

SIUPX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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