SIFAX Mutual Fund

SIFAX Mutual Fund

NAV$8.88
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Returns Overview

1 Month
-0.91%
3 Months
+4.92%
6 Months
+1.27%
YTD
+10.08%
1 Year
+12.26%
3 Years (annualized)
+7.85%
5 Years (annualized)
+6.30%
10 Years (annualized)
+3.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SIFAX 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
Bloomberg 1-5 Year US Treasury Index
This Mutual Fund (YTD)
+10.08%
Peer Avg (YTD)
+2.46%
vs Peers
+7.62%

SIFAX Mutual Fund Performance

SIFAX performance across multiple time periods: 1-month -0.91%, YTD 10.08%, 1-year 12.26%, 3-year 7.85%, 5-year 6.30%, 10-year 3.98%.

SIFAX returns outperform the peer average of 2.46% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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