CENTX Mutual Fund

CENTX Mutual Fund

NAV$14.54
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Returns Overview

YTD
+2.27%
1 Year
+11.78%
3 Years (annualized)
+7.45%
5 Years (annualized)
+3.85%
10 Years (annualized)
+5.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CENTX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+2.27%
Peer Avg (YTD)
+5.54%
vs Peers
-3.27%

CENTX Mutual Fund Performance

CENTX performance across multiple time periods: YTD 2.27%, 1-year 11.78%, 3-year 7.45%, 5-year 3.85%, 10-year 5.47%.

CENTX returns trail the peer average of 5.54% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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