SFENX Mutual Fund

NAV$13.08
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Returns Overview

1 Month
-3.18%
3 Months
+4.95%
6 Months
+10.23%
YTD
+8.32%
1 Year
+25.36%
3 Years (annualized)
+19.04%
5 Years (annualized)
+9.07%
10 Years (annualized)
+10.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SFENX 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
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📉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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell RAFI Emerging Markets Large Company Index
This Mutual Fund (YTD)
+8.32%
Peer Avg (YTD)
+23.08%
vs Peers
-14.76%

SFENX Mutual Fund Performance

SFENX performance across multiple time periods: 1-month -3.18%, YTD 8.32%, 1-year 25.36%, 3-year 19.04%, 5-year 9.07%, 10-year 10.21%.

SFENX returns trail the peer average of 23.08% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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