SENJX Mutual Fund

SENJX Mutual Fund

NAV$9.64
See how much of SENJX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.29%
3 Months
-0.86%
6 Months
-2.13%
YTD
-0.45%
1 Year
+1.99%
3 Years (annualized)
+2.67%
5 Years (annualized)
+0.41%
10 Years (annualized)
+1.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SENJX 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
Bloomberg Barclays 3-10 Year Intermediate Municipal Index(^BB10YINTMU)
This Mutual Fund (YTD)
-0.45%
Peer Avg (YTD)
+0.15%
vs Peers
-0.59%

SENJX Mutual Fund Performance

SENJX performance across multiple time periods: 1-month 0.29%, YTD -0.45%, 1-year 1.99%, 3-year 2.67%, 5-year 0.41%, 10-year 1.30%.

SENJX returns trail the peer average of 0.15% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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