SIVIX Mutual Fund

SIVIX Mutual Fund

NAV$16.90
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Returns Overview

1 Month
-0.82%
3 Months
+6.50%
6 Months
+9.90%
YTD
+13.90%
1 Year
+17.75%
3 Years (annualized)
+8.87%
5 Years (annualized)
+5.25%
10 Years (annualized)
+9.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SIVIX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+13.90%
Peer Avg (YTD)
+15.31%
vs Peers
-1.41%

SIVIX Mutual Fund Performance

SIVIX performance across multiple time periods: 1-month -0.82%, YTD 13.90%, 1-year 17.75%, 3-year 8.87%, 5-year 5.25%, 10-year 9.50%.

SIVIX returns trail the peer average of 15.31% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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