SNPSX Mutual Fund

SNPSX Mutual Fund

NAV$7.93
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Returns Overview

1 Month
+3.54%
3 Months
-13.16%
6 Months
-0.73%
YTD
-26.50%
1 Year
-28.29%
3 Years (annualized)
-12.42%
5 Years (annualized)
-21.70%
10 Years (annualized)
-15.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SNPSX 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
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📉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
S&P Energy Select Sector Index
This Mutual Fund (YTD)
-26.50%
Peer Avg (YTD)
+7.58%
vs Peers
-34.07%

SNPSX Mutual Fund Performance

SNPSX performance across multiple time periods: 1-month 3.54%, YTD -26.50%, 1-year -28.29%, 3-year -12.42%, 5-year -21.70%, 10-year -15.34%.

SNPSX returns trail the peer average of 7.58% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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