SFSNX Mutual Fund

SFSNX Mutual Fund

NAV$21.51
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Returns Overview

1 Month
-5.21%
3 Months
-7.66%
6 Months
+8.65%
YTD
+10.94%
1 Year
+13.79%
3 Years (annualized)
+14.64%
5 Years (annualized)
+8.05%
10 Years (annualized)
+10.62%

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)
+10.94%
Peer Avg (YTD)
+10.34%
vs Peers
+0.59%

SFSNX Mutual Fund Performance

SFSNX performance across multiple time periods: 1-month -5.21%, YTD 10.94%, 1-year 13.79%, 3-year 14.64%, 5-year 8.05%, 10-year 10.62%.

SFSNX returns outperform the peer average of 10.34% 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.