SNWCX Mutual Fund

SNWCX Mutual Fund

NAV$72.20
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Returns Overview

1 Month
+1.42%
3 Months
+6.09%
6 Months
+11.13%
YTD
+15.61%
1 Year
+38.17%
3 Years (annualized)
+17.50%
5 Years (annualized)
+12.58%
10 Years (annualized)
+11.36%

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)
+15.61%
Peer Avg (YTD)
+15.31%
vs Peers
+0.30%

SNWCX Mutual Fund Performance

SNWCX performance across multiple time periods: 1-month 1.42%, YTD 15.61%, 1-year 38.17%, 3-year 17.50%, 5-year 12.58%, 10-year 11.36%.

SNWCX returns outperform the peer average of 15.31% 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.