SENAX Mutual Fund

SENAX Mutual Fund

NAV$49.63
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Returns Overview

1 Month
-6.26%
3 Months
+0.61%
6 Months
+6.57%
YTD
+4.34%
1 Year
+4.76%
3 Years (annualized)
+13.42%
5 Years (annualized)
-0.55%
10 Years (annualized)
+10.83%

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)
+4.34%
Peer Avg (YTD)
+9.54%
vs Peers
-5.20%

SENAX Mutual Fund Performance

SENAX performance across multiple time periods: 1-month -6.26%, YTD 4.34%, 1-year 4.76%, 3-year 13.42%, 5-year -0.55%, 10-year 10.83%.

SENAX returns trail the peer average of 9.54% 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.