SNPSX Mutual Fund

SNPSX Mutual Fund

NAV$8.57
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Returns Overview

1 Month
-10.62%
3 Months
-0.34%
6 Months
-15.37%
YTD
-25.85%
1 Year
-28.21%
3 Years (annualized)
-10.89%
5 Years (annualized)
-20.57%
10 Years (annualized)
-14.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SNPSX 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)
-25.85%
Peer Avg (YTD)
-0.65%
vs Peers
-25.20%

SNPSX Mutual Fund Performance

SNPSX performance across multiple time periods: 1-month -10.62%, YTD -25.85%, 1-year -28.21%, 3-year -10.89%, 5-year -20.57%, 10-year -14.94%.

SNPSX returns trail the peer average of -0.65% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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