SNOIX Mutual Fund

SNOIX Mutual Fund

NAV$43.22
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Returns Overview

1 Month
-4.63%
3 Months
+6.15%
6 Months
+6.10%
YTD
+11.95%
1 Year
+19.28%
3 Years (annualized)
+16.27%
5 Years (annualized)
+10.91%
10 Years (annualized)
+10.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SNOIX 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
Russell 3000 Value Total Return Index(^RAVTR)
This Mutual Fund (YTD)
+11.95%
Peer Avg (YTD)
+10.00%
vs Peers
+1.95%

SNOIX Mutual Fund Performance

SNOIX performance across multiple time periods: 1-month -4.63%, YTD 11.95%, 1-year 19.28%, 3-year 16.27%, 5-year 10.91%, 10-year 10.39%.

SNOIX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.85%, investors should weigh costs against performance when evaluating this mutual fund.

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