SNPTX Mutual Fund

NAV$23.99

Returns Overview

1 Month
+0.12%
3 Months
+16.73%
6 Months
+10.82%
YTD
+10.51%
1 Year
+24.27%
3 Years (annualized)
+20.10%

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
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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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P Target Risk Moderate Index(^SPTGMU:SP)
This Mutual Fund (YTD)
+10.51%
Peer Avg (YTD)
+9.51%
vs Peers
+1.01%

SNPTX Mutual Fund Performance

SNPTX performance across multiple time periods: 1-month 0.12%, YTD 10.51%, 1-year 24.27%, 3-year 20.10%.

SNPTX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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