SFENX Mutual Fund

SFENX Mutual Fund

NAV$13.26
See how much of SFENX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.60%
3 Months
+1.81%
6 Months
+6.23%
YTD
+14.20%
1 Year
+27.65%
3 Years (annualized)
+18.19%
5 Years (annualized)
+10.64%
10 Years (annualized)
+9.91%

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
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
Russell RAFI Emerging Markets Large Company Index
This Mutual Fund (YTD)
+14.20%
Peer Avg (YTD)
+17.66%
vs Peers
-3.46%

SFENX Mutual Fund Performance

SFENX performance across multiple time periods: 1-month 3.60%, YTD 14.20%, 1-year 27.65%, 3-year 18.19%, 5-year 10.64%, 10-year 9.91%.

SFENX returns trail the peer average of 17.66% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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