CENEX Mutual Fund

NAV$9.73

Returns Overview

1 Month
+0.21%
3 Months
+1.57%
6 Months
+1.25%
YTD
+1.25%
1 Year
+4.36%
3 Years (annualized)
+5.60%
5 Years (annualized)
+1.97%
10 Years (annualized)
+1.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CENEX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US 1-5 Year Corporate Bond Index
This Mutual Fund (YTD)
+1.25%
Peer Avg (YTD)
+3.23%
vs Peers
-1.97%

CENEX Mutual Fund Performance

CENEX performance across multiple time periods: 1-month 0.21%, YTD 1.25%, 1-year 4.36%, 3-year 5.60%, 5-year 1.97%, 10-year 1.74%.

CENEX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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