SNWAX Mutual Fund

SNWAX Mutual Fund

NAV$83.37
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Returns Overview

1 Month
+1.49%
3 Months
+6.31%
6 Months
+11.56%
YTD
+16.14%
1 Year
+39.23%
3 Years (annualized)
+18.37%
5 Years (annualized)
+13.41%
10 Years (annualized)
+12.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SNWAX 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
Russell 2000 Value Total Return(^RUJTR)
This Mutual Fund (YTD)
+16.14%
Peer Avg (YTD)
+15.31%
vs Peers
+0.83%

SNWAX Mutual Fund Performance

SNWAX performance across multiple time periods: 1-month 1.49%, YTD 16.14%, 1-year 39.23%, 3-year 18.37%, 5-year 13.41%, 10-year 12.18%.

SNWAX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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