SENCX Mutual Fund

NAV$90.46

Returns Overview

1 Month
-2.46%
3 Months
+10.76%
6 Months
+2.62%
YTD
+2.60%
1 Year
+14.78%
3 Years (annualized)
+16.00%
5 Years (annualized)
+10.22%
10 Years (annualized)
+14.74%

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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+2.60%
Peer Avg (YTD)
+9.51%
vs Peers
-6.91%

SENCX Mutual Fund Performance

SENCX performance across multiple time periods: 1-month -2.46%, YTD 2.60%, 1-year 14.78%, 3-year 16.00%, 5-year 10.22%, 10-year 14.74%.

SENCX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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