SFENX Mutual Fund

SFENX Mutual Fund

NAV$13.51
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Returns Overview

1 Month
-0.38%
3 Months
+5.68%
6 Months
+10.92%
YTD
+14.47%
1 Year
+20.93%
3 Years (annualized)
+21.76%
5 Years (annualized)
+10.22%
10 Years (annualized)
+10.00%

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
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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
Russell RAFI Emerging Markets Large Company Index
This Mutual Fund (YTD)
+14.47%
Peer Avg (YTD)
+20.48%
vs Peers
-6.01%

SFENX Mutual Fund Performance

SFENX performance across multiple time periods: 1-month -0.38%, YTD 14.47%, 1-year 20.93%, 3-year 21.76%, 5-year 10.22%, 10-year 10.00%.

SFENX returns trail the peer average of 20.48% 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.