SENAX Mutual Fund

NAV$52.18

Returns Overview

1 Month
+5.02%
3 Months
+17.97%
6 Months
+11.92%
YTD
+11.30%
1 Year
+13.63%
3 Years (annualized)
+15.86%
5 Years (annualized)
+0.77%
10 Years (annualized)
+11.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SENAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+11.30%
Peer Avg (YTD)
+10.82%
vs Peers
+0.49%

SENAX Mutual Fund Performance

SENAX performance across multiple time periods: 1-month 5.02%, YTD 11.30%, 1-year 13.63%, 3-year 15.86%, 5-year 0.77%, 10-year 11.71%.

SENAX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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