SIFFX Mutual Fund

SIFFX Mutual Fund

NAV$9.28
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Returns Overview

1 Month
-0.66%
3 Months
-0.58%
6 Months
-0.79%
YTD
-1.31%
1 Year
+3.57%
3 Years (annualized)
+6.77%
5 Years (annualized)
+4.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SIFFX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-1.31%
Peer Avg (YTD)
+0.50%
vs Peers
-1.81%

SIFFX Mutual Fund Performance

SIFFX performance across multiple time periods: 1-month -0.66%, YTD -1.31%, 1-year 3.57%, 3-year 6.77%, 5-year 4.72%.

SIFFX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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