SIPIX Mutual Fund

NAV$31.49

Returns Overview

1 Month
+1.60%
3 Months
+11.20%
6 Months
+13.81%
YTD
+12.63%
1 Year
+20.74%
3 Years (annualized)
+15.39%
5 Years (annualized)
+8.44%
10 Years (annualized)
+10.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SIPIX 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
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+12.63%
Peer Avg (YTD)
+10.82%
vs Peers
+1.82%

SIPIX Mutual Fund Performance

SIPIX performance across multiple time periods: 1-month 1.60%, YTD 12.63%, 1-year 20.74%, 3-year 15.39%, 5-year 8.44%, 10-year 10.45%.

SIPIX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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