CENAX Mutual Fund

CENAX Mutual Fund

NAV$9.64
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Returns Overview

1 Month
+1.78%
3 Months
+0.21%
6 Months
+0.52%
YTD
+1.15%
1 Year
+2.20%
3 Years (annualized)
+6.26%
5 Years (annualized)
+2.16%
10 Years (annualized)
+2.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CENAX 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 US 1-5 Year Corporate Bond Index
This Mutual Fund (YTD)
+1.15%
Peer Avg (YTD)
+2.28%
vs Peers
-1.14%

CENAX Mutual Fund Performance

CENAX performance across multiple time periods: 1-month 1.78%, YTD 1.15%, 1-year 2.20%, 3-year 6.26%, 5-year 2.16%, 10-year 2.05%.

CENAX returns trail the peer average of 2.28% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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