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Easterly Snow Small Cap Value I (SNWIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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59.60+0.24 (+0.40%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.50%
5-Year Average Return13.65%
Number of Years Up10
Number of Years Down3
Best 1 Yr Total Return (Jun 30, 2024)41.69%
Worst 1 Yr Total Return (Jun 30, 2024)N/A
Best 3-Yr Total Return41.69%
Worst 3-Yr Total Return0.50%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSNWIXCategory
YTD9.24%26.79%
1-Month3.98%-1.77%
3-Month6.72%4.45%
1-Year32.93%71.02%
3-Year5.41%9.35%
5-Year16.04%12.17%
10-Year6.89%9.95%
Last Bull Market31.28%28.07%
Last Bear Market-14.58%-24.24%

Annual Total Return (%) History

Year
SNWIXCategory
2024
N/AN/A
2023
22.55%N/A
2022
-8.13%N/A
2021
26.32%N/A
2020
22.10%4.02%
2019
18.38%21.43%
2018
-19.56%-15.46%
2017
6.58%8.54%
2016
21.04%25.99%
2015
-17.00%-6.71%
2014
2.85%3.34%
2013
41.69%36.22%
2012
21.69%16.00%
2011
0.87%-4.45%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.78%N/AN/AN/A
2023-0.11%10.97%-1.78%12.56%
2022-3.33%-14.58%-2.22%13.77%
202122.85%3.49%-2.62%2.04%
2020-39.67%27.19%11.26%43.01%
201916.49%-0.19%-6.95%9.42%
2018-2.98%9.40%-0.22%-24.04%
2017-3.72%-0.76%3.36%7.92%
20162.35%-0.75%5.76%12.67%
2015-1.69%1.49%-15.84%-1.16%
20140.53%6.00%-6.18%2.88%
201315.07%5.00%6.81%9.79%
201215.39%-5.97%7.83%4.02%
201117.39%-1.26%-25.75%17.20%

Rank In Category (By Total Return)

YTD6
1-Month64
3-Month7
1-Year8
3-Year21
5-Year9

Load Adjusted Returns

1-Year32.93%
3-Year5.41%
5-Year16.04%
10-Year6.89%