SNWYX Mutual Fund

SNWYX Mutual Fund

NAV$9.48
See how much of SNWYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.52%
3 Months
-1.68%
6 Months
-2.18%
YTD
-0.66%
1 Year
-0.58%
3 Years (annualized)
+4.67%
5 Years (annualized)
+0.05%
10 Years (annualized)
+0.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SNWYX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg California Exempt Municipal Bond Index
This Mutual Fund (YTD)
-0.66%
Peer Avg (YTD)
-0.87%
vs Peers
+0.20%

SNWYX Mutual Fund Performance

SNWYX performance across multiple time periods: 1-month 3.52%, YTD -0.66%, 1-year -0.58%, 3-year 4.67%, 5-year 0.05%, 10-year 0.75%.

SNWYX returns outperform the peer average of -0.87% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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