SFNNX Mutual Fund

SFNNX Mutual Fund

NAV$17.30
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Returns Overview

1 Month
+2.52%
3 Months
+4.85%
6 Months
+11.89%
YTD
+19.94%
1 Year
+40.20%
3 Years (annualized)
+21.33%
5 Years (annualized)
+14.13%
10 Years (annualized)
+11.61%

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)
+19.94%
Peer Avg (YTD)
+11.12%
vs Peers
+8.82%

SFNNX Mutual Fund Performance

SFNNX performance across multiple time periods: 1-month 2.52%, YTD 19.94%, 1-year 40.20%, 3-year 21.33%, 5-year 14.13%, 10-year 11.61%.

SFNNX returns outperform the peer average of 11.12% 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.