SENCX Mutual Fund

SENCX Mutual Fund

NAV$92.18
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Returns Overview

1 Month
-0.67%
3 Months
+6.72%
6 Months
+18.21%
YTD
+9.49%
1 Year
+14.26%
3 Years (annualized)
+18.52%
5 Years (annualized)
+10.70%
10 Years (annualized)
+15.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SENCX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.49%
Peer Avg (YTD)
+9.91%
vs Peers
-0.41%

SENCX Mutual Fund Performance

SENCX performance across multiple time periods: 1-month -0.67%, YTD 9.49%, 1-year 14.26%, 3-year 18.52%, 5-year 10.70%, 10-year 15.11%.

SENCX returns trail the peer average of 9.91% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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