CENTX Mutual Fund

NAV$14.54

Returns Overview

YTD
+2.25%
1 Year
+10.56%
3 Years (annualized)
+8.28%
5 Years (annualized)
+3.79%
10 Years (annualized)
+5.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CENTX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+2.25%
Peer Avg (YTD)
+5.87%
vs Peers
-3.62%

CENTX Mutual Fund Performance

CENTX performance across multiple time periods: YTD 2.25%, 1-year 10.56%, 3-year 8.28%, 5-year 3.79%, 10-year 5.77%.

CENTX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

CENTX performance comparison shows side-by-side returns with another fund. CENTX alternatives are available in the Mutual Fund Screener.