SIBLX Mutual Fund

SIBLX Mutual Fund

NAV$31.54
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Returns Overview

1 Month
-1.41%
3 Months
+2.59%
6 Months
+10.07%
YTD
+4.95%
1 Year
+7.10%
3 Years (annualized)
+12.81%
5 Years (annualized)
+6.64%
10 Years (annualized)
+9.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SIBLX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.95%
Peer Avg (YTD)
+4.97%
vs Peers
-0.01%

SIBLX Mutual Fund Performance

SIBLX performance across multiple time periods: 1-month -1.41%, YTD 4.95%, 1-year 7.10%, 3-year 12.81%, 5-year 6.64%, 10-year 9.86%.

SIBLX returns trail the peer average of 4.97% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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