SENJX Mutual Fund

SENJX Mutual Fund

NAV$9.94
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Returns Overview

1 Month
-1.51%
3 Months
-0.86%
6 Months
-1.69%
YTD
-0.74%
1 Year
+2.60%
3 Years (annualized)
+2.34%
5 Years (annualized)
+0.30%
10 Years (annualized)
+1.29%

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
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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)
-0.74%
Peer Avg (YTD)
+0.23%
vs Peers
-0.97%

SENJX Mutual Fund Performance

SENJX performance across multiple time periods: 1-month -1.51%, YTD -0.74%, 1-year 2.60%, 3-year 2.34%, 5-year 0.30%, 10-year 1.29%.

SENJX returns trail the peer average of 0.23% 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.