CENCX Mutual Fund

CENCX Mutual Fund

NAV$9.74
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Returns Overview

1 Month
+1.77%
3 Months
+0.10%
6 Months
+0.20%
YTD
+0.62%
1 Year
+1.53%
3 Years (annualized)
+5.49%
5 Years (annualized)
+1.50%
10 Years (annualized)
+1.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CENCX 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)
+0.62%
Peer Avg (YTD)
+2.28%
vs Peers
-1.67%

CENCX Mutual Fund Performance

CENCX performance across multiple time periods: 1-month 1.77%, YTD 0.62%, 1-year 1.53%, 3-year 5.49%, 5-year 1.50%, 10-year 1.35%.

CENCX returns trail the peer average of 2.28% YTD. With an expense ratio of 1.43%, investors should weigh costs against performance when evaluating this mutual fund.

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