SNOIX Mutual Fund

NAV$41.57

Returns Overview

1 Month
-2.81%
3 Months
-0.05%
6 Months
+6.18%
YTD
+5.46%
1 Year
+21.49%
3 Years (annualized)
+12.78%
5 Years (annualized)
+8.46%
10 Years (annualized)
+10.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SNOIX 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)
+5.46%
Peer Avg (YTD)
+9.49%
vs Peers
-4.03%

SNOIX Mutual Fund Performance

SNOIX performance across multiple time periods: 1-month -2.81%, YTD 5.46%, 1-year 21.49%, 3-year 12.78%, 5-year 8.46%, 10-year 10.50%.

SNOIX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.85%, investors should weigh costs against performance when evaluating this mutual fund.

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