SHAPX Mutual Fund

SHAPX Mutual Fund

NAV$37.43
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Returns Overview

1 Month
+1.11%
3 Months
+1.05%
6 Months
+3.19%
YTD
+7.54%
1 Year
+7.68%
3 Years (annualized)
+18.39%
5 Years (annualized)
+10.05%
10 Years (annualized)
+13.47%

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)
+7.54%
Peer Avg (YTD)
+7.13%
vs Peers
+0.42%

SHAPX Mutual Fund Performance

SHAPX performance across multiple time periods: 1-month 1.11%, YTD 7.54%, 1-year 7.68%, 3-year 18.39%, 5-year 10.05%, 10-year 13.47%.

SHAPX returns outperform the peer average of 7.13% 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.