SNWRX Mutual Fund

SNWRX Mutual Fund

NAV$83.58
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Returns Overview

1 Month
-5.06%
3 Months
-4.07%
6 Months
+14.43%
YTD
+8.47%
1 Year
+19.03%
3 Years (annualized)
+20.54%
5 Years (annualized)
+13.72%
10 Years (annualized)
+12.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SNWRX 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
Russell 2000 Value Total Return(^RUJTR)
This Mutual Fund (YTD)
+8.47%
Peer Avg (YTD)
+10.34%
vs Peers
-1.87%

SNWRX Mutual Fund Performance

SNWRX performance across multiple time periods: 1-month -5.06%, YTD 8.47%, 1-year 19.03%, 3-year 20.54%, 5-year 13.72%, 10-year 12.49%.

SNWRX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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