SINOX Mutual Fund

NAV$41.90

Returns Overview

1 Month
+1.58%
3 Months
+3.71%
6 Months
+8.32%
YTD
+11.58%
1 Year
+19.35%
3 Years (annualized)
+12.16%
5 Years (annualized)
+8.06%
10 Years (annualized)
+9.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SINOX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+11.58%
Peer Avg (YTD)
+9.49%
vs Peers
+2.09%

SINOX Mutual Fund Performance

SINOX performance across multiple time periods: 1-month 1.58%, YTD 11.58%, 1-year 19.35%, 3-year 12.16%, 5-year 8.06%, 10-year 9.87%.

SINOX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.54%, investors should weigh costs against performance when evaluating this mutual fund.

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