SNIEX Mutual Fund

SNIEX Mutual Fund

NAV$18.63
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Returns Overview

1 Month
+0.89%
3 Months
+7.25%
6 Months
+8.08%
YTD
+6.93%
1 Year
+17.77%
3 Years (annualized)
+12.15%
5 Years (annualized)
+4.66%
10 Years (annualized)
+6.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SNIEX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+6.93%
Peer Avg (YTD)
+9.13%
vs Peers
-2.20%

SNIEX Mutual Fund Performance

SNIEX performance across multiple time periods: 1-month 0.89%, YTD 6.93%, 1-year 17.77%, 3-year 12.15%, 5-year 4.66%, 10-year 6.50%.

SNIEX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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