# Sit Balanced (SIBAX)

> Source: Nexqual · https://nexqual.com/SIBAX · data as of 2026-10-24 00:03 UTC · cite as "Nexqual, Sit Balanced (SIBAX), nexqual.com/SIBAX" · informational, not investment advice.

**Price:** USD 39.75 (-0.35% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 39.89 · day 39.75–39.75 · 52w 36.07–41.55 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +3.7% vs S&P 500 +13.4%; 5Y +35.5% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +3.7% | +35.5% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +3.8% | +6.3% |
| Volatility (annualized) | 10.3% | 12.3% |
| Max drawdown | -8.5% (Oct 2025→Mar 2026) | -24.7% (Nov 2021→Oct 2022) |

## Peers
VLAAX (Value Line Asset Allocation Fun) USD 34.01 +0.00% · SNIGX (Sit Large Cap Growth Fund, Inc.) USD 94.2 +0.00% · SSMGX (Sit Small Cap Growth Fund) USD 73.67 +0.00% · SNGRX (Sit International  Fund) USD 28.03 -0.00% · SDMGX (Sit Developing Markets Growth F) USD 25.27 -0.00%

## More
Full page: https://nexqual.com/SIBAX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt