SNOCX Mutual Fund

SNOCX Mutual Fund

NAV$39.49
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Returns Overview

1 Month
+5.62%
3 Months
+1.59%
6 Months
+9.78%
YTD
+10.85%
1 Year
+26.90%
3 Years (annualized)
+12.06%
5 Years (annualized)
+9.03%
10 Years (annualized)
+9.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SNOCX 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)
+10.85%
Peer Avg (YTD)
+11.41%
vs Peers
-0.56%

SNOCX Mutual Fund Performance

SNOCX performance across multiple time periods: 1-month 5.62%, YTD 10.85%, 1-year 26.90%, 3-year 12.06%, 5-year 9.03%, 10-year 9.35%.

SNOCX returns trail the peer average of 11.41% YTD. With an expense ratio of 2.84%, investors should weigh costs against performance when evaluating this mutual fund.

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