SNTYX Mutual Fund

NAV$8.74

Returns Overview

1 Month
-1.69%
3 Months
-0.68%
6 Months
-0.23%
YTD
-0.23%
1 Year
+9.34%
3 Years (annualized)
+5.16%
5 Years (annualized)
+1.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SNTYX 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
Bloomberg 5 Year Municipal Bond Index
This Mutual Fund (YTD)
-0.23%
Peer Avg (YTD)
+1.79%
vs Peers
-2.01%

SNTYX Mutual Fund Performance

SNTYX performance across multiple time periods: 1-month -1.69%, YTD -0.23%, 1-year 9.34%, 3-year 5.16%, 5-year 1.15%.

SNTYX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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