SNPSX Mutual Fund

SNPSX Mutual Fund

NAV$7.75
See how much of SNPSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-10.00%
3 Months
-12.56%
6 Months
-12.85%
YTD
-33.84%
1 Year
-34.86%
3 Years (annualized)
-15.55%
5 Years (annualized)
-19.56%
10 Years (annualized)
-15.86%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
-33.84%
Peer Avg (YTD)
+1.16%
vs Peers
-35.00%

SNPSX Mutual Fund Performance

SNPSX performance across multiple time periods: 1-month -10.00%, YTD -33.84%, 1-year -34.86%, 3-year -15.55%, 5-year -19.56%, 10-year -15.86%.

SNPSX returns trail the peer average of 1.16% 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.