SNWIX Mutual Fund

NAV$86.80

Returns Overview

1 Month
+4.15%
3 Months
+19.26%
6 Months
+14.58%
YTD
+13.05%
1 Year
+42.42%
3 Years (annualized)
+21.20%
5 Years (annualized)
+12.50%
10 Years (annualized)
+12.96%

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

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 2000 Value Total Return(^RUJTR)
This Mutual Fund (YTD)
+13.05%
Peer Avg (YTD)
+18.52%
vs Peers
-5.47%

SNWIX Mutual Fund Performance

SNWIX performance across multiple time periods: 1-month 4.15%, YTD 13.05%, 1-year 42.42%, 3-year 21.20%, 5-year 12.50%, 10-year 12.96%.

SNWIX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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