SHM ETF

SHM ETF
$47.76
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Returns Overview

1 Month
-0.45%
3 Months
+0.10%
6 Months
-0.06%
YTD
+0.57%
1 Year
+1.80%
3 Years (annualized)
+2.68%
5 Years (annualized)
+0.82%
10 Years (annualized)
+1.09%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SHM 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE 1-5 Year AMT-Free US Select Municipal Index(IYAF)
This ETF (YTD)
+0.57%
Peer Avg (YTD)
+0.23%
vs Peers
+0.34%

SHM ETF Performance

SHM performance across multiple time periods: 1-month -0.45%, YTD 0.57%, 1-year 1.80%, 3-year 2.68%, 5-year 0.82%, 10-year 1.09%.

SHM returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.20%, investors should weigh costs against performance when evaluating this ETF.

SHM vs another fund shows side-by-side returns. SHM alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-0.45%N/A
3 Months+0.10%N/A
6 Months-0.06%N/A
1 Year+1.80%N/A
3 Years+2.68%N/A
5 Years+0.82%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized