SIVIX Mutual Fund

SIVIX Mutual Fund

NAV$16.21
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Returns Overview

1 Month
-4.62%
3 Months
-5.29%
6 Months
+10.71%
YTD
+8.77%
1 Year
+8.82%
3 Years (annualized)
+10.27%
5 Years (annualized)
+4.88%
10 Years (annualized)
+9.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SIVIX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+8.77%
Peer Avg (YTD)
+10.34%
vs Peers
-1.57%

SIVIX Mutual Fund Performance

SIVIX performance across multiple time periods: 1-month -4.62%, YTD 8.77%, 1-year 8.82%, 3-year 10.27%, 5-year 4.88%, 10-year 9.24%.

SIVIX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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