SFSNX Mutual Fund

SFSNX Mutual Fund

NAV$22.41
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Returns Overview

1 Month
-2.32%
3 Months
+4.59%
6 Months
+12.05%
YTD
+18.41%
1 Year
+28.80%
3 Years (annualized)
+13.13%
5 Years (annualized)
+8.54%
10 Years (annualized)
+10.73%

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
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
Fundamental US Small Company Spliced Index
This Mutual Fund (YTD)
+18.41%
Peer Avg (YTD)
+15.31%
vs Peers
+3.10%

SFSNX Mutual Fund Performance

SFSNX performance across multiple time periods: 1-month -2.32%, YTD 18.41%, 1-year 28.80%, 3-year 13.13%, 5-year 8.54%, 10-year 10.73%.

SFSNX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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