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SENJX: STET NEW JERSEY MUNICIPAL BOND FUND STET NEW JERSEY MUNICIPAL BOND FUND - CLASS A (MUTUAL FUND)
Basic Info 10.08 0.01(0.10%) June 05
| Asset Class: | Muni New Jersey |
| MyPlanIQ Rating: | (92%) |
| Start Date: | 08/28/1998 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 2.28% |
| Expenses | 0.60% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/28/1998 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.2 | 4.6 | 2.9 | 0.7 | 1.5 | 1.9 | 2.5 | 2.2 | 4.8 | 0.6 | 4.2 | -5.8 | -0.1 | 3.7 | 5.5 | 1.0 | 3.7 | -0.1 | 1.9 | 3.8 | -1.2 | 3.4 | 7.6 | 2.9 | 7.7 | 1.6 | 4.0 | 3.3 | 0.8 | 1.5 | -1.0 | 3.1 | 0.8 | 3.6 | -0.4 | 1.8 |
| Sharpe Ratio | NA | -0.86 | 1.05 | -0.12 | -0.69 | -0.06 | NA | NA | 0.29 | 0.56 | -1.23 | 0.18 | -2.5 | -0.11 | 0.53 | 2.69 | -0.24 | 1.63 | -0.17 | 1.07 | 2.45 | -0.59 | 1.73 | 3.49 | 1.17 | 2.49 | 0.15 | 0.43 | -0.06 | -0.68 | 0.16 | -0.49 | 0.68 | -0.88 | -0.49 | -1.9 | 0.91 |
| Draw Down(%) | NA | 2.6 | 2.6 | 3.6 | 10.0 | 10.2 | NA | NA | 10.2 | 3.6 | 2.3 | 4.6 | 9.3 | 1.5 | 10.2 | 1.6 | 1.7 | 1.8 | 4.5 | 2.5 | 1.2 | 4.0 | 1.6 | 2.1 | 3.8 | 2.9 | 7.0 | 1.7 | 1.3 | 2.4 | 6.1 | 5.3 | 4.1 | 3.5 | 2.0 | 2.8 | 1.3 |
| Standard Deviation(%) | NA | 2.3 | 1.9 | 2.8 | 2.7 | 3.0 | NA | NA | 2.7 | 3.4 | 2.5 | 2.8 | 2.9 | 1.2 | 6.4 | 1.5 | 1.4 | 1.9 | 2.2 | 1.7 | 1.5 | 2.1 | 1.9 | 2.2 | 2.4 | 3.1 | 4.1 | 2.0 | 2.0 | 2.2 | 3.5 | 3.4 | 3.0 | 1.9 | 1.3 | 2.0 | 2.3 |
| Treynor Ratio | NA | -0.03 | 0.04 | -0.01 | -0.03 | 0.0 | NA | NA | 0.01 | 0.03 | -0.05 | 0.01 | -0.14 | 0.0 | 0.05 | 0.07 | -0.01 | 0.05 | -0.01 | 0.03 | 0.07 | -0.02 | 0.05 | 0.1 | 0.04 | 0.1 | 0.01 | 0.02 | 0.0 | -0.02 | 0.01 | -0.02 | 0.03 | -0.04 | -0.02 | -0.06 | 0.03 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | -0.01 | -0.01 | -0.02 | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 |
| Beta | NA | 0.62 | 0.54 | 0.58 | 0.56 | 0.61 | NA | NA | 0.62 | 0.6 | 0.6 | 0.54 | 0.5 | 0.53 | 0.7 | 0.59 | 0.54 | 0.61 | 0.62 | 0.6 | 0.56 | 0.53 | 0.69 | 0.73 | 0.72 | 0.73 | 0.63 | 0.59 | 0.64 | 0.66 | 0.81 | 0.68 | 0.62 | 0.46 | 0.33 | 0.57 | 0.62 |
| RSquared | NA | 0.8 | 0.73 | 0.87 | 0.85 | 0.87 | NA | NA | 0.78 | 0.9 | 0.83 | 0.86 | 0.84 | 0.64 | 0.92 | 0.73 | 0.76 | 0.78 | 0.86 | 0.73 | 0.67 | 0.81 | 0.72 | 0.76 | 0.76 | 0.71 | 0.83 | 0.8 | 0.8 | 0.81 | 0.88 | 0.62 | 0.53 | 0.48 | 0.5 | 0.71 | 0.73 |
| Yield(%) | N/A | 0.7 | 2.1 | 2.1 | 1.8 | 1.9 | 2.2 | 2.6 | N/A | 2.3 | 2.0 | 2.0 | 1.6 | 1.6 | 1.9 | 2.1 | 2.0 | 2.0 | 2.2 | 2.4 | 2.5 | 2.5 | 3.0 | 3.1 | 3.5 | 3.4 | 3.2 | 3.3 | 3.4 | 3.0 | 2.4 | 0.0 | 0.0 | 0.0 | 0.0 | 3.3 | 1.2 |
| Dividend Growth(%) | N/A | -67.0 | -5.1 | 12.8 | -7.2 | -34.9 | N/A | N/A | N/A | 10.3 | 4.6 | 12.1 | -2.8 | -11.0 | -8.8 | 6.9 | 0.2 | -10.6 | -10.5 | -1.9 | -2.2 | -18.6 | 1.5 | -10.5 | 8.7 | 0.9 | -2.1 | -2.9 | 12.0 | 26.1 | N/A | N/A | N/A | N/A | -100.0 | 189.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/28/1998
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See Muni New Jersey Asset Class Trend Rankings |
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