SNOCX Mutual Fund

NAV$37.88

Returns Overview

1 Month
-2.89%
3 Months
-0.28%
6 Months
+5.67%
YTD
+4.95%
1 Year
+20.30%
3 Years (annualized)
+11.66%
5 Years (annualized)
+7.39%
10 Years (annualized)
+9.42%

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+4.95%
Peer Avg (YTD)
+9.49%
vs Peers
-4.54%

SNOCX Mutual Fund Performance

SNOCX performance across multiple time periods: 1-month -2.89%, YTD 4.95%, 1-year 20.30%, 3-year 11.66%, 5-year 7.39%, 10-year 9.42%.

SNOCX returns trail the peer average of 9.49% YTD. With an expense ratio of 2.84%, investors should weigh costs against performance when evaluating this mutual fund.

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