SNWIX Mutual Fund

SNWIX Mutual Fund

NAV$87.26
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Returns Overview

1 Month
+1.50%
3 Months
+6.36%
6 Months
+11.69%
YTD
+16.30%
1 Year
+39.55%
3 Years (annualized)
+18.70%
5 Years (annualized)
+13.71%
10 Years (annualized)
+12.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SNWIX 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)
+16.30%
Peer Avg (YTD)
+15.31%
vs Peers
+0.99%

SNWIX Mutual Fund Performance

SNWIX performance across multiple time periods: 1-month 1.50%, YTD 16.30%, 1-year 39.55%, 3-year 18.70%, 5-year 13.71%, 10-year 12.47%.

SNWIX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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