SNWCX Mutual Fund

NAV$74.88

Returns Overview

1 Month
+4.04%
3 Months
+18.94%
6 Months
+13.99%
YTD
+12.49%
1 Year
+41.00%
3 Years (annualized)
+19.96%
5 Years (annualized)
+11.36%
10 Years (annualized)
+11.82%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Value Total Return(^RUJTR)
This Mutual Fund (YTD)
+12.49%
Peer Avg (YTD)
+18.52%
vs Peers
-6.04%

SNWCX Mutual Fund Performance

SNWCX performance across multiple time periods: 1-month 4.04%, YTD 12.49%, 1-year 41.00%, 3-year 19.96%, 5-year 11.36%, 10-year 11.82%.

SNWCX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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