CENEX Mutual Fund

CENEX Mutual Fund

NAV$9.66
See how much of CENEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.79%
3 Months
+0.21%
6 Months
+0.41%
YTD
+1.04%
1 Year
+1.92%
3 Years (annualized)
+6.04%
5 Years (annualized)
+1.93%
10 Years (annualized)
+1.73%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US 1-5 Year Corporate Bond Index
This Mutual Fund (YTD)
+1.04%
Peer Avg (YTD)
+1.93%
vs Peers
-0.88%

CENEX Mutual Fund Performance

CENEX performance across multiple time periods: 1-month 1.79%, YTD 1.04%, 1-year 1.92%, 3-year 6.04%, 5-year 1.93%, 10-year 1.73%.

CENEX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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