SFMIX Mutual Fund

SFMIX Mutual Fund

NAV$37.05
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Returns Overview

1 Month
-1.32%
3 Months
-0.37%
6 Months
+6.58%
YTD
+9.84%
1 Year
+7.97%
3 Years (annualized)
+18.07%
5 Years (annualized)
+4.57%
10 Years (annualized)
+13.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SFMIX 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 Growth Index(^RUO)
This Mutual Fund (YTD)
+9.84%
Peer Avg (YTD)
+10.76%
vs Peers
-0.92%

SFMIX Mutual Fund Performance

SFMIX performance across multiple time periods: 1-month -1.32%, YTD 9.84%, 1-year 7.97%, 3-year 18.07%, 5-year 4.57%, 10-year 13.69%.

SFMIX returns trail the peer average of 10.76% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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