SFSNX Mutual Fund

NAV$22.96
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Returns Overview

1 Month
+5.64%
3 Months
+17.66%
6 Months
+21.22%
YTD
+20.14%
1 Year
+34.39%
3 Years (annualized)
+16.28%
5 Years (annualized)
+8.47%
10 Years (annualized)
+11.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SFSNX 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
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📉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

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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
Fundamental US Small Company Spliced Index
This Mutual Fund (YTD)
+20.14%
Peer Avg (YTD)
+18.52%
vs Peers
+1.61%

SFSNX Mutual Fund Performance

SFSNX performance across multiple time periods: 1-month 5.64%, YTD 20.14%, 1-year 34.39%, 3-year 16.28%, 5-year 8.47%, 10-year 11.54%.

SFSNX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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