SNPTX Mutual Fund

SNPTX Mutual Fund

NAV$25.21
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Returns Overview

1 Month
-0.76%
3 Months
+2.99%
6 Months
+20.22%
YTD
+13.82%
1 Year
+19.03%
3 Years (annualized)
+21.15%
5 Years (annualized)
+12.26%
10 Years (annualized)
+10.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SNPTX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Risk Moderate Index(^SPTGMU:SP)
This Mutual Fund (YTD)
+13.82%
Peer Avg (YTD)
+9.98%
vs Peers
+3.84%

SNPTX Mutual Fund Performance

SNPTX performance across multiple time periods: 1-month -0.76%, YTD 13.82%, 1-year 19.03%, 3-year 21.15%, 5-year 12.26%, 10-year 10.88%.

SNPTX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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