SENAX Mutual Fund

SENAX Mutual Fund

NAV$53.59
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Returns Overview

1 Month
+1.12%
3 Months
-0.44%
6 Months
+3.66%
YTD
+5.51%
1 Year
+5.06%
3 Years (annualized)
+15.67%
5 Years (annualized)
-1.02%
10 Years (annualized)
+11.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SENAX 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
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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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+5.51%
Peer Avg (YTD)
+9.89%
vs Peers
-4.38%

SENAX Mutual Fund Performance

SENAX performance across multiple time periods: 1-month 1.12%, YTD 5.51%, 1-year 5.06%, 3-year 15.67%, 5-year -1.02%, 10-year 11.09%.

SENAX returns trail the peer average of 9.89% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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