SIOAX Mutual Fund

SIOAX Mutual Fund

NAV$10.18
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Returns Overview

1 Month
-2.14%
3 Months
-0.16%
6 Months
+1.82%
YTD
+2.61%
1 Year
+4.67%
3 Years (annualized)
+9.30%
5 Years (annualized)
+3.65%
10 Years (annualized)
+4.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SIOAX 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
ICE BofA US High Yield Constrained Index(ICEBOFAUHYCI)
This Mutual Fund (YTD)
+2.61%
Peer Avg (YTD)
+4.96%
vs Peers
-2.35%

SIOAX Mutual Fund Performance

SIOAX performance across multiple time periods: 1-month -2.14%, YTD 2.61%, 1-year 4.67%, 3-year 9.30%, 5-year 3.65%, 10-year 4.79%.

SIOAX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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