SNWAX Mutual Fund

SNWAX Mutual Fund

NAV$80.01
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Returns Overview

1 Month
-0.49%
3 Months
+5.14%
6 Months
+13.40%
YTD
+15.57%
1 Year
+28.30%
3 Years (annualized)
+20.19%
5 Years (annualized)
+12.76%
10 Years (annualized)
+11.85%

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)
+15.57%
Peer Avg (YTD)
+15.20%
vs Peers
+0.37%

SNWAX Mutual Fund Performance

SNWAX performance across multiple time periods: 1-month -0.49%, YTD 15.57%, 1-year 28.30%, 3-year 20.19%, 5-year 12.76%, 10-year 11.85%.

SNWAX returns outperform the peer average of 15.20% 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.