SNOAX Mutual Fund

NAV$41.68
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Returns Overview

1 Month
-2.85%
3 Months
-0.13%
6 Months
+6.06%
YTD
+5.30%
1 Year
+21.16%
3 Years (annualized)
+12.50%
5 Years (annualized)
+8.19%
10 Years (annualized)
+10.23%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Value Total Return Index(^RAVTR)
This Mutual Fund (YTD)
+5.30%
Peer Avg (YTD)
+9.49%
vs Peers
-4.19%

SNOAX Mutual Fund Performance

SNOAX performance across multiple time periods: 1-month -2.85%, YTD 5.30%, 1-year 21.16%, 3-year 12.50%, 5-year 8.19%, 10-year 10.23%.

SNOAX returns trail the peer average of 9.49% YTD. With an expense ratio of 2.10%, investors should weigh costs against performance when evaluating this mutual fund.

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