FENCX Mutual Fund

FENCX Mutual Fund

NAV$9.57
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Returns Overview

1 Month
-3.83%
3 Months
-5.70%
6 Months
-3.91%
YTD
-4.56%
1 Year
-3.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FENCX 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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-4.56%
Peer Avg (YTD)
-3.84%
vs Peers
-0.72%

FENCX Mutual Fund Performance

FENCX performance across multiple time periods: 1-month -3.83%, YTD -4.56%, 1-year -3.02%.

FENCX returns trail the peer average of -3.84% YTD. With an expense ratio of 0.15%, investors should weigh costs against performance when evaluating this mutual fund.

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