SIBLX Mutual Fund

NAV$31.53

Returns Overview

1 Month
-1.47%
3 Months
+7.29%
6 Months
+2.27%
YTD
+2.30%
1 Year
+13.86%
3 Years (annualized)
+12.79%
5 Years (annualized)
+7.29%
10 Years (annualized)
+10.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SIBLX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+2.30%
Peer Avg (YTD)
+5.87%
vs Peers
-3.56%

SIBLX Mutual Fund Performance

SIBLX performance across multiple time periods: 1-month -1.47%, YTD 2.30%, 1-year 13.86%, 3-year 12.79%, 5-year 7.29%, 10-year 10.35%.

SIBLX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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