SIFAX Mutual Fund

NAV$8.55

Returns Overview

1 Month
-2.12%
3 Months
-3.48%
6 Months
+5.18%
YTD
+4.91%
1 Year
+8.86%
3 Years (annualized)
+6.53%
5 Years (annualized)
+5.21%
10 Years (annualized)
+3.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SIFAX 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
Bloomberg 1-5 Year US Treasury Index
This Mutual Fund (YTD)
+4.91%
Peer Avg (YTD)
+4.14%
vs Peers
+0.77%

SIFAX Mutual Fund Performance

SIFAX performance across multiple time periods: 1-month -2.12%, YTD 4.91%, 1-year 8.86%, 3-year 6.53%, 5-year 5.21%, 10-year 3.07%.

SIFAX returns outperform the peer average of 4.14% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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