SIBPX Mutual Fund

SIBPX Mutual Fund

NAV$9.05
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Returns Overview

1 Month
-2.91%
3 Months
-4.13%
6 Months
-4.04%
YTD
-4.65%
1 Year
-4.05%
3 Years (annualized)
+2.55%
5 Years (annualized)
+1.12%
10 Years (annualized)
+0.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SIBPX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays US Government/Credit Intermediate Total Return USD(^BBUGCRINTTR)
This Mutual Fund (YTD)
-4.65%
Peer Avg (YTD)
+0.50%
vs Peers
-5.15%

SIBPX Mutual Fund Performance

SIBPX performance across multiple time periods: 1-month -2.91%, YTD -4.65%, 1-year -4.05%, 3-year 2.55%, 5-year 1.12%, 10-year 0.99%.

SIBPX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.81%, investors should weigh costs against performance when evaluating this mutual fund.

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