SNORX Mutual Fund

SNORX Mutual Fund

NAV$42.74
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Returns Overview

1 Month
+5.71%
3 Months
+1.85%
6 Months
+10.29%
YTD
+11.49%
1 Year
+28.17%
3 Years (annualized)
+13.19%
5 Years (annualized)
+10.12%
10 Years (annualized)
+10.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SNORX 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)
+11.49%
Peer Avg (YTD)
+11.41%
vs Peers
+0.07%

SNORX Mutual Fund Performance

SNORX performance across multiple time periods: 1-month 5.71%, YTD 11.49%, 1-year 28.17%, 3-year 13.19%, 5-year 10.12%, 10-year 10.44%.

SNORX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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