SNWYX Mutual Fund

SNWYX Mutual Fund

NAV$9.56
See how much of SNWYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.21%
3 Months
-0.50%
6 Months
+0.60%
YTD
+1.04%
1 Year
+6.88%
3 Years (annualized)
+3.00%
5 Years (annualized)
+0.13%
10 Years (annualized)
+1.68%

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)
+1.04%
Peer Avg (YTD)
+0.23%
vs Peers
+0.80%

SNWYX Mutual Fund Performance

SNWYX performance across multiple time periods: 1-month -2.21%, YTD 1.04%, 1-year 6.88%, 3-year 3.00%, 5-year 0.13%, 10-year 1.68%.

SNWYX returns outperform the peer average of 0.23% 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.