SNWCX Mutual Fund

SNWCX Mutual Fund

NAV$71.96
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Returns Overview

1 Month
-5.08%
3 Months
-4.27%
6 Months
+13.87%
YTD
+7.69%
1 Year
+17.87%
3 Years (annualized)
+19.29%
5 Years (annualized)
+11.92%
10 Years (annualized)
+11.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SNWCX 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 2000 Value Total Return(^RUJTR)
This Mutual Fund (YTD)
+7.69%
Peer Avg (YTD)
+10.34%
vs Peers
-2.65%

SNWCX Mutual Fund Performance

SNWCX performance across multiple time periods: 1-month -5.08%, YTD 7.69%, 1-year 17.87%, 3-year 19.29%, 5-year 11.92%, 10-year 11.02%.

SNWCX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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