SFNNX Mutual Fund

SFNNX Mutual Fund

NAV$16.53
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Returns Overview

1 Month
+0.18%
3 Months
-0.48%
6 Months
+4.34%
YTD
+17.92%
1 Year
+26.38%
3 Years (annualized)
+24.89%
5 Years (annualized)
+13.59%
10 Years (annualized)
+11.34%

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)
+17.92%
Peer Avg (YTD)
+10.38%
vs Peers
+7.54%

SFNNX Mutual Fund Performance

SFNNX performance across multiple time periods: 1-month 0.18%, YTD 17.92%, 1-year 26.38%, 3-year 24.89%, 5-year 13.59%, 10-year 11.34%.

SFNNX returns outperform the peer average of 10.38% 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.