SNWCX Mutual Fund

SNWCX Mutual Fund

NAV$73.08
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Returns Overview

1 Month
+3.67%
3 Months
-2.14%
6 Months
+3.82%
YTD
+11.64%
1 Year
+24.09%
3 Years (annualized)
+22.62%
5 Years (annualized)
+11.99%
10 Years (annualized)
+11.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SNWCX 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)
+11.64%
Peer Avg (YTD)
+12.21%
vs Peers
-0.57%

SNWCX Mutual Fund Performance

SNWCX performance across multiple time periods: 1-month 3.67%, YTD 11.64%, 1-year 24.09%, 3-year 22.62%, 5-year 11.99%, 10-year 11.77%.

SNWCX returns trail the peer average of 12.21% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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