SNPIX Mutual Fund

SNPIX Mutual Fund

NAV$8.11
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Returns Overview

1 Month
-9.89%
3 Months
-13.16%
6 Months
-13.61%
YTD
-34.27%
1 Year
-36.81%
3 Years (annualized)
-16.24%
5 Years (annualized)
-19.63%
10 Years (annualized)
-15.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SNPIX 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
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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
S&P Energy Select Sector Index
This Mutual Fund (YTD)
-34.27%
Peer Avg (YTD)
+1.16%
vs Peers
-35.43%

SNPIX Mutual Fund Performance

SNPIX performance across multiple time periods: 1-month -9.89%, YTD -34.27%, 1-year -36.81%, 3-year -16.24%, 5-year -19.63%, 10-year -15.49%.

SNPIX returns trail the peer average of 1.16% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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