SENCX Mutual Fund

SENCX Mutual Fund

NAV$91.28
See how much of SENCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.34%
3 Months
+4.81%
6 Months
+12.04%
YTD
+10.24%
1 Year
+16.54%
3 Years (annualized)
+18.52%
5 Years (annualized)
+10.70%
10 Years (annualized)
+15.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SENCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.24%
Peer Avg (YTD)
+11.21%
vs Peers
-0.98%

SENCX Mutual Fund Performance

SENCX performance across multiple time periods: 1-month 3.34%, YTD 10.24%, 1-year 16.54%, 3-year 18.52%, 5-year 10.70%, 10-year 15.11%.

SENCX returns trail the peer average of 11.21% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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