It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
SIBAX: SIT BALANCED FUND SIT BALANCED FUND (MUTUAL FUND)
Basic Info 39.78 0.79(1.95%) June 05
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (77%) |
| Start Date: | 04/07/1994 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 3.35% |
| Expenses | 0.83% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/07/1994 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.3 | 2.1 | 15.1 | 14.9 | 6.3 | 9.5 | 8.9 | 7.7 | 7.4 | 13.6 | 18.0 | 22.6 | -23.7 | 13.3 | 19.7 | 20.7 | -2.7 | 17.7 | 4.6 | 2.2 | 9.2 | 18.4 | 9.9 | 2.0 | 9.9 | 23.1 | -26.9 | 10.5 | 7.9 | 7.5 | 8.3 | 17.4 | -19.7 | -14.9 | -6.4 | 19.5 | 21.3 | 21.7 | 15.2 | 25.4 | 2.2 |
| Sharpe Ratio | NA | 0.23 | 1.29 | 1.04 | 0.3 | 0.63 | NA | NA | 0.46 | 0.82 | 1.42 | 1.98 | -1.37 | 1.26 | 0.94 | 2.4 | -0.37 | 3.61 | 0.53 | 0.23 | 1.17 | 2.58 | 1.28 | 0.14 | 0.9 | 1.65 | -1.21 | 0.72 | 0.57 | 0.69 | 0.85 | 1.55 | -1.37 | -1.11 | -0.67 | 1.22 | 1.31 | 1.52 | 0.92 | 3.0 | -0.03 |
| Draw Down(%) | NA | 8.4 | 8.5 | 13.4 | 27.4 | 27.4 | NA | NA | 43.6 | 13.4 | 6.2 | 7.6 | 24.5 | 6.3 | 22.5 | 4.6 | 12.2 | 1.1 | 6.3 | 6.9 | 4.9 | 4.8 | 6.5 | 11.0 | 9.4 | 13.5 | 32.0 | 5.8 | 6.5 | 4.2 | 8.2 | 7.3 | 25.3 | 26.2 | 14.2 | 8.0 | 16.3 | 7.1 | 5.5 | 3.1 | 5.7 |
| Standard Deviation(%) | NA | 11.1 | 9.7 | 11.2 | 12.8 | 12.4 | NA | NA | 12.2 | 13.1 | 10.1 | 9.7 | 18.4 | 10.5 | 20.6 | 8.0 | 11.3 | 4.7 | 8.3 | 9.5 | 7.8 | 7.1 | 7.8 | 14.1 | 10.8 | 14.0 | 22.9 | 10.2 | 7.9 | 7.6 | 8.7 | 10.8 | 15.3 | 15.9 | 15.9 | 13.2 | 13.6 | 11.8 | 12.4 | 7.2 | 10.3 |
| Treynor Ratio | NA | 0.02 | 0.11 | 0.11 | 0.03 | 0.07 | NA | NA | 0.05 | 0.1 | 0.13 | 0.19 | -0.23 | 0.12 | 0.2 | 0.17 | -0.04 | 0.16 | 0.04 | 0.02 | 0.08 | 0.18 | 0.1 | 0.02 | 0.1 | 0.28 | -0.29 | 0.07 | 0.04 | 0.05 | 0.06 | 0.15 | -0.2 | -0.14 | -0.1 | 0.15 | 0.17 | 0.16 | 0.11 | 0.19 | 0.0 |
| Alpha | NA | -0.03 | -0.01 | 0.0 | -0.01 | 0.0 | NA | NA | -0.01 | 0.0 | 0.01 | 0.02 | -0.02 | -0.01 | 0.01 | -0.01 | 0.0 | 0.01 | -0.02 | 0.01 | -0.01 | 0.0 | -0.01 | -0.01 | -0.01 | 0.02 | -0.03 | 0.02 | -0.02 | 0.01 | -0.01 | -0.02 | -0.04 | -0.05 | -0.02 | 0.01 | 0.0 | 0.0 | 0.01 | -0.02 | 0.0 |
| Beta | NA | 1.11 | 1.12 | 1.09 | 1.1 | 1.06 | NA | NA | 1.04 | 1.1 | 1.12 | 1.03 | 1.11 | 1.11 | 0.99 | 1.1 | 1.13 | 1.1 | 1.04 | 1.08 | 1.15 | 1.02 | 1.04 | 1.03 | 1.01 | 0.83 | 0.95 | 1.09 | 1.15 | 1.1 | 1.15 | 1.12 | 1.06 | 1.22 | 1.04 | 1.07 | 1.08 | 1.12 | 1.01 | 1.15 | 0.91 |
| RSquared | NA | 0.9 | 0.89 | 0.91 | 0.91 | 0.93 | NA | NA | 0.89 | 0.94 | 0.88 | 0.92 | 0.94 | 0.76 | 0.97 | 0.96 | 0.97 | 0.86 | 0.95 | 0.97 | 0.97 | 0.96 | 0.96 | 0.98 | 0.98 | 0.96 | 0.94 | 0.94 | 0.92 | 0.9 | 0.87 | 0.95 | 0.92 | 0.93 | 0.88 | 0.84 | 0.87 | 0.92 | 0.41 | 0.76 | 0.35 |
| Yield(%) | N/A | 0.0 | 3.3 | 3.0 | 1.9 | 3.3 | 4.1 | 3.9 | N/A | 3.7 | 2.9 | 1.6 | 0.9 | 0.7 | 0.8 | 7.2 | 1.9 | 5.8 | 1.7 | 6.3 | 4.5 | 1.5 | 1.7 | 1.6 | 1.5 | 3.0 | 2.5 | 2.0 | 2.2 | 1.7 | 1.1 | 0.5 | 1.2 | 0.6 | 2.5 | 6.0 | 7.3 | 12.0 | 2.6 | 2.9 | 2.9 |
| Dividend Growth(%) | N/A | -100.0 | 35.2 | 223.1 | -16.6 | 41.5 | 45.0 | N/A | N/A | 50.9 | 108.3 | 38.2 | 38.2 | 2.8 | -86.7 | 252.3 | -62.4 | 258.9 | -74.4 | 45.7 | 246.0 | -2.2 | 5.1 | 11.8 | -40.1 | -12.2 | 36.8 | -7.3 | 44.1 | 66.4 | 160.0 | -68.0 | 79.2 | -79.4 | -53.4 | -7.2 | -32.4 | 415.9 | 12.0 | -1.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/07/1994
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Moderate Allocation Asset Class Trend Rankings |
Top Rated Funds in Moderate Allocation
Best Mutual Funds
- PRWCX (T. ROWE PRICE CAPITAL APPRECIATION FUND) (99%)
- LCRIX (LEUTHOLD CORE INVESTMENT FUND LEUTHOLD CORE INVESTMENT FUND-INSTITUTIONAL CLASS) (99%)
- LCORX (LEUTHOLD CORE INVESTMENT FUND LEUTHOLD CORE INVESTMENT FUND-RETAIL CLASS) (99%)
- QOPYX (Oppenheimer Flexible Strategies Fd Y) (99%)
- RNCOX (RIVERNORTH CORE OPPORTUNITY FUND CLASS R) (98%)
- AZNIX (ALLIANZGI INCOME & GROWTH FUND INSTITUTIONAL CLASS) (98%)
- DNAIX (DUNHAM APPRECIATION & INCOME FUND DUNHAM APPRECIATION & INCOME FUND CLASS N) (98%)
- COTZX (COLUMBIA THERMOSTAT FUND COLUMBIA THERMOSTAT FUND CLASS Z) (97%)
- PBAIX (BLACKROCK TACTICAL OPPORTUNITIES FUND INSTITUTIONAL) (97%)
- AZNCX (ALLIANZGI INCOME & GROWTH FUND CLASS C) (96%)
Best ETFs
* Day change on 06/05/2026.Best Closed End Funds
- ERH (Allspring Utilities and High Income Fund) 0.08% (100%)
- HTD (John Hancock Tax Advantaged Dividend Income Closed Fund) 0.16% (100%)
- ZTR (Virtus Global Dividend and Income Fund Inc) 0.30% (100%)
Latest Articles Related to SIBAX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
