SHCDX Mutual Fund

SHCDX Mutual Fund

NAV$7.81
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Returns Overview

3 Months
+0.79%
6 Months
-1.47%
YTD
+3.52%
1 Year
+5.32%
3 Years (annualized)
+1.58%
5 Years (annualized)
-2.89%
10 Years (annualized)
-1.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SHCDX 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
JPMorgan CEMBI Broad Diversified Index(^JPCEMBIBDI)
This Mutual Fund (YTD)
+3.52%
Peer Avg (YTD)
+2.96%
vs Peers
+0.56%

SHCDX Mutual Fund Performance

SHCDX performance across multiple time periods: YTD 3.52%, 1-year 5.32%, 3-year 1.58%, 5-year -2.89%, 10-year -1.23%.

SHCDX returns outperform the peer average of 2.96% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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