SNIEX Mutual Fund

SNIEX Mutual Fund

NAV$17.34
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Returns Overview

1 Month
-3.71%
3 Months
-2.97%
6 Months
+4.07%
YTD
+3.76%
1 Year
+8.10%
3 Years (annualized)
+18.42%
5 Years (annualized)
+7.43%
10 Years (annualized)
+8.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SNIEX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+3.76%
Peer Avg (YTD)
+9.29%
vs Peers
-5.53%

SNIEX Mutual Fund Performance

SNIEX performance across multiple time periods: 1-month -3.71%, YTD 3.76%, 1-year 8.10%, 3-year 18.42%, 5-year 7.43%, 10-year 8.28%.

SNIEX returns trail the peer average of 9.29% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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