SNWYX Mutual Fund

SNWYX Mutual Fund

NAV$9.15
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Returns Overview

1 Month
-0.83%
3 Months
-2.35%
6 Months
-3.53%
YTD
+0.41%
1 Year
+5.30%
3 Years (annualized)
-0.14%
5 Years (annualized)
-3.03%
10 Years (annualized)
-1.49%

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)
+0.41%
Peer Avg (YTD)
+0.15%
vs Peers
+0.26%

SNWYX Mutual Fund Performance

SNWYX performance across multiple time periods: 1-month -0.83%, YTD 0.41%, 1-year 5.30%, 3-year -0.14%, 5-year -3.03%, 10-year -1.49%.

SNWYX returns outperform the peer average of 0.15% 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.