SNWRX Mutual Fund

SNWRX Mutual Fund

NAV$82.36
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Returns Overview

1 Month
-0.40%
3 Months
+5.25%
6 Months
+13.59%
YTD
+15.80%
1 Year
+28.66%
3 Years (annualized)
+20.54%
5 Years (annualized)
+13.72%
10 Years (annualized)
+12.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SNWRX 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)
+15.80%
Peer Avg (YTD)
+15.20%
vs Peers
+0.60%

SNWRX Mutual Fund Performance

SNWRX performance across multiple time periods: 1-month -0.40%, YTD 15.80%, 1-year 28.66%, 3-year 20.54%, 5-year 13.72%, 10-year 12.49%.

SNWRX returns outperform the peer average of 15.20% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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