SFNNX Mutual Fund

SFNNX Mutual Fund

NAV$16.55
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Returns Overview

1 Month
+2.70%
3 Months
+2.70%
6 Months
+5.75%
YTD
+23.18%
1 Year
+36.87%
3 Years (annualized)
+24.40%
5 Years (annualized)
+14.92%
10 Years (annualized)
+11.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SFNNX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell RAFI Developed ex US Large Company Index
This Mutual Fund (YTD)
+23.18%
Peer Avg (YTD)
+12.12%
vs Peers
+11.06%

SFNNX Mutual Fund Performance

SFNNX performance across multiple time periods: 1-month 2.70%, YTD 23.18%, 1-year 36.87%, 3-year 24.40%, 5-year 14.92%, 10-year 11.97%.

SFNNX returns outperform the peer average of 12.12% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

SFNNX vs another fund shows side-by-side returns. SFNNX alternatives are available in the Mutual Fund Screener.