SNOAX Mutual Fund

SNOAX Mutual Fund

NAV$43.04
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Returns Overview

1 Month
+5.71%
3 Months
+1.80%
6 Months
+10.17%
YTD
+11.32%
1 Year
+27.86%
3 Years (annualized)
+12.89%
5 Years (annualized)
+9.84%
10 Years (annualized)
+10.15%

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)
+11.32%
Peer Avg (YTD)
+11.41%
vs Peers
-0.10%

SNOAX Mutual Fund Performance

SNOAX performance across multiple time periods: 1-month 5.71%, YTD 11.32%, 1-year 27.86%, 3-year 12.89%, 5-year 9.84%, 10-year 10.15%.

SNOAX returns trail the peer average of 11.41% 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.