SIOAX Mutual Fund

NAV$10.37

Returns Overview

1 Month
+0.68%
3 Months
+0.19%
6 Months
-0.48%
YTD
+0.78%
1 Year
+7.18%
3 Years (annualized)
+8.93%
5 Years (annualized)
+3.50%
10 Years (annualized)
+4.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SIOAX 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
ICE BofA US High Yield Constrained Index(ICEBOFAUHYCI)
This Mutual Fund (YTD)
+0.78%
Peer Avg (YTD)
+5.87%
vs Peers
-5.09%

SIOAX Mutual Fund Performance

SIOAX performance across multiple time periods: 1-month 0.68%, YTD 0.78%, 1-year 7.18%, 3-year 8.93%, 5-year 3.50%, 10-year 4.92%.

SIOAX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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