SFENX Mutual Fund

SFENX Mutual Fund

NAV$12.75
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Returns Overview

1 Month
-3.48%
3 Months
-1.54%
6 Months
+0.24%
YTD
+10.49%
1 Year
+14.30%
3 Years (annualized)
+22.09%
5 Years (annualized)
+9.49%
10 Years (annualized)
+8.98%

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
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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)
+10.49%
Peer Avg (YTD)
+9.82%
vs Peers
+0.66%

SFENX Mutual Fund Performance

SFENX performance across multiple time periods: 1-month -3.48%, YTD 10.49%, 1-year 14.30%, 3-year 22.09%, 5-year 9.49%, 10-year 8.98%.

SFENX returns outperform the peer average of 9.82% 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.