SHAPX Mutual Fund

SHAPX Mutual Fund

NAV$37.17
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Returns Overview

1 Month
+2.20%
3 Months
+2.12%
6 Months
+4.48%
YTD
+6.43%
1 Year
+11.89%
3 Years (annualized)
+15.76%
5 Years (annualized)
+10.68%
10 Years (annualized)
+13.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SHAPX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.43%
Peer Avg (YTD)
+8.62%
vs Peers
-2.19%

SHAPX Mutual Fund Performance

SHAPX performance across multiple time periods: 1-month 2.20%, YTD 6.43%, 1-year 11.89%, 3-year 15.76%, 5-year 10.68%, 10-year 13.10%.

SHAPX returns trail the peer average of 8.62% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

SHAPX vs another fund shows side-by-side returns. SHAPX alternatives are available in the Mutual Fund Screener.