SHDAX Mutual Fund

SHDAX Mutual Fund

NAV$5.06
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Returns Overview

1 Month
-0.35%
3 Months
+0.09%
6 Months
+0.13%
YTD
+0.74%
1 Year
+2.46%
3 Years (annualized)
+3.17%
5 Years (annualized)
+1.39%
10 Years (annualized)
+1.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SHDAX 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
Bloomberg Barclays 3 Year Municipal Bond Index
This Mutual Fund (YTD)
+0.74%
Peer Avg (YTD)
+0.23%
vs Peers
+0.51%

SHDAX Mutual Fund Performance

SHDAX performance across multiple time periods: 1-month -0.35%, YTD 0.74%, 1-year 2.46%, 3-year 3.17%, 5-year 1.39%, 10-year 1.46%.

SHDAX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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