SFNNX Mutual Fund

NAV$16.96

Returns Overview

1 Month
-2.46%
3 Months
+8.84%
6 Months
+16.99%
YTD
+15.58%
1 Year
+38.18%
3 Years (annualized)
+22.38%
5 Years (annualized)
+13.69%
10 Years (annualized)
+11.89%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell RAFI Developed ex US Large Company Index
This Mutual Fund (YTD)
+15.58%
Peer Avg (YTD)
+8.71%
vs Peers
+6.86%

SFNNX Mutual Fund Performance

SFNNX performance across multiple time periods: 1-month -2.46%, YTD 15.58%, 1-year 38.18%, 3-year 22.38%, 5-year 13.69%, 10-year 11.89%.

SFNNX returns outperform the peer average of 8.71% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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