SNSAX Mutual Fund

SNSAX Mutual Fund

NAV$9.90
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

3 Months
+1.56%
6 Months
+2.40%
YTD
+2.40%
1 Year
+5.23%
3 Years (annualized)
+5.70%
5 Years (annualized)
+3.15%
10 Years (annualized)
+2.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SNSAX 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 500 Index Total Return
This Mutual Fund (YTD)
+2.40%
Peer Avg (YTD)
+3.23%
vs Peers
-0.83%

SNSAX Mutual Fund Performance

SNSAX performance across multiple time periods: YTD 2.40%, 1-year 5.23%, 3-year 5.70%, 5-year 3.15%, 10-year 2.91%.

SNSAX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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