SNOAX Mutual Fund

SNOAX Mutual Fund

NAV$42.11
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Returns Overview

1 Month
+5.26%
3 Months
+8.10%
6 Months
+10.52%
YTD
+17.17%
1 Year
+26.30%
3 Years (annualized)
+15.99%
5 Years (annualized)
+10.64%
10 Years (annualized)
+10.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SNOAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Value Total Return Index(^RAVTR)
This Mutual Fund (YTD)
+17.17%
Peer Avg (YTD)
+12.44%
vs Peers
+4.73%

SNOAX Mutual Fund Performance

SNOAX performance across multiple time periods: 1-month 5.26%, YTD 17.17%, 1-year 26.30%, 3-year 15.99%, 5-year 10.64%, 10-year 10.11%.

SNOAX returns outperform the peer average of 12.44% YTD. With an expense ratio of 2.10%, investors should weigh costs against performance when evaluating this mutual fund.

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