SNTYX Mutual Fund

SNTYX Mutual Fund

NAV$8.70
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Returns Overview

1 Month
-1.91%
3 Months
-0.01%
6 Months
+1.08%
YTD
+1.65%
1 Year
+8.68%
3 Years (annualized)
+4.54%
5 Years (annualized)
+0.71%
10 Years (annualized)
+2.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SNTYX 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
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🏦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 5 Year Municipal Bond Index
This Mutual Fund (YTD)
+1.65%
Peer Avg (YTD)
+0.23%
vs Peers
+1.42%

SNTYX Mutual Fund Performance

SNTYX performance across multiple time periods: 1-month -1.91%, YTD 1.65%, 1-year 8.68%, 3-year 4.54%, 5-year 0.71%, 10-year 2.13%.

SNTYX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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