SNPIX Mutual Fund

NAV$9.98

Returns Overview

1 Month
+5.17%
3 Months
+13.95%
6 Months
-17.20%
YTD
-15.45%
1 Year
-21.33%
3 Years (annualized)
-10.18%
5 Years (annualized)
-17.50%
10 Years (annualized)
-13.41%

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
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
S&P Energy Select Sector Index
This Mutual Fund (YTD)
-15.45%
Peer Avg (YTD)
+12.13%
vs Peers
-27.58%

SNPIX Mutual Fund Performance

SNPIX performance across multiple time periods: 1-month 5.17%, YTD -15.45%, 1-year -21.33%, 3-year -10.18%, 5-year -17.50%, 10-year -13.41%.

SNPIX returns trail the peer average of 12.13% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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