SIVIX Mutual Fund

SIVIX Mutual Fund

NAV$16.55
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Returns Overview

1 Month
+1.55%
3 Months
-3.02%
6 Months
+3.28%
YTD
+10.46%
1 Year
+11.99%
3 Years (annualized)
+13.76%
5 Years (annualized)
+3.95%
10 Years (annualized)
+9.20%

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
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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 2000 Index(^RUT)
This Mutual Fund (YTD)
+10.46%
Peer Avg (YTD)
+12.21%
vs Peers
-1.75%

SIVIX Mutual Fund Performance

SIVIX performance across multiple time periods: 1-month 1.55%, YTD 10.46%, 1-year 11.99%, 3-year 13.76%, 5-year 3.95%, 10-year 9.20%.

SIVIX returns trail the peer average of 12.21% 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.