SNWYX Mutual Fund

SNWYX Mutual Fund

NAV$9.71
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Returns Overview

1 Month
+1.35%
3 Months
+3.21%
6 Months
+3.32%
YTD
+3.32%
1 Year
+8.36%
3 Years (annualized)
+3.80%
5 Years (annualized)
+0.72%
10 Years (annualized)
+1.92%

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
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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
Bloomberg California Exempt Municipal Bond Index
This Mutual Fund (YTD)
+3.32%
Peer Avg (YTD)
+1.79%
vs Peers
+1.53%

SNWYX Mutual Fund Performance

SNWYX performance across multiple time periods: 1-month 1.35%, YTD 3.32%, 1-year 8.36%, 3-year 3.80%, 5-year 0.72%, 10-year 1.92%.

SNWYX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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