SNWYX Mutual Fund

SNWYX Mutual Fund

NAV$9.15
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Returns Overview

1 Month
-4.51%
3 Months
-7.12%
6 Months
-4.14%
YTD
-4.04%
1 Year
-2.66%
3 Years (annualized)
-0.14%
5 Years (annualized)
-3.03%
10 Years (annualized)
-1.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SNWYX 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
Bloomberg California Exempt Municipal Bond Index
This Mutual Fund (YTD)
-4.04%
Peer Avg (YTD)
-3.84%
vs Peers
-0.20%

SNWYX Mutual Fund Performance

SNWYX performance across multiple time periods: 1-month -4.51%, YTD -4.04%, 1-year -2.66%, 3-year -0.14%, 5-year -3.03%, 10-year -1.49%.

SNWYX returns trail the peer average of -3.84% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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