SIBAX Mutual Fund

SIBAX Mutual Fund

NAV$40.53
See how much of SIBAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.81%
3 Months
+0.71%
6 Months
+9.38%
YTD
+3.70%
1 Year
+6.07%
3 Years (annualized)
+14.75%
5 Years (annualized)
+6.93%
10 Years (annualized)
+10.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SIBAX 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)
+3.70%
Peer Avg (YTD)
+4.97%
vs Peers
-1.26%

SIBAX Mutual Fund Performance

SIBAX performance across multiple time periods: 1-month -1.81%, YTD 3.70%, 1-year 6.07%, 3-year 14.75%, 5-year 6.93%, 10-year 10.39%.

SIBAX returns trail the peer average of 4.97% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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