SNPIX Mutual Fund

SNPIX Mutual Fund

NAV$8.51
See how much of SNPIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.56%
3 Months
-13.73%
6 Months
-1.70%
YTD
-27.06%
1 Year
-28.68%
3 Years (annualized)
-13.11%
5 Years (annualized)
-21.76%
10 Years (annualized)
-14.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SNPIX 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
S&P Energy Select Sector Index
This Mutual Fund (YTD)
-27.06%
Peer Avg (YTD)
+7.57%
vs Peers
-34.63%

SNPIX Mutual Fund Performance

SNPIX performance across multiple time periods: 1-month 3.56%, YTD -27.06%, 1-year -28.68%, 3-year -13.11%, 5-year -21.76%, 10-year -14.98%.

SNPIX returns trail the peer average of 7.57% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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