SIBAX Mutual Fund

NAV$39.92

Returns Overview

1 Month
+0.50%
3 Months
+1.11%
6 Months
+1.99%
YTD
+2.54%
1 Year
+11.94%
3 Years (annualized)
+14.34%
5 Years (annualized)
+7.45%
10 Years (annualized)
+10.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SIBAX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.54%
Peer Avg (YTD)
+5.87%
vs Peers
-3.32%

SIBAX Mutual Fund Performance

SIBAX performance across multiple time periods: 1-month 0.50%, YTD 2.54%, 1-year 11.94%, 3-year 14.34%, 5-year 7.45%, 10-year 10.47%.

SIBAX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

SIBAX performance comparison shows side-by-side returns with another fund. SIBAX alternatives are available in the Mutual Fund Screener.