SNPSX Mutual Fund

NAV$9.13

Returns Overview

1 Month
+5.50%
3 Months
+14.32%
6 Months
-17.04%
YTD
-15.35%
1 Year
-19.74%
3 Years (annualized)
-9.71%
5 Years (annualized)
-17.58%
10 Years (annualized)
-13.86%

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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P Energy Select Sector Index
This Mutual Fund (YTD)
-15.35%
Peer Avg (YTD)
+12.13%
vs Peers
-27.48%

SNPSX Mutual Fund Performance

SNPSX performance across multiple time periods: 1-month 5.50%, YTD -15.35%, 1-year -19.74%, 3-year -9.71%, 5-year -17.58%, 10-year -13.86%.

SNPSX returns trail the peer average of 12.13% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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