SHDAX Mutual Fund

NAV$5.06

Returns Overview

1 Month
+0.22%
3 Months
+0.86%
6 Months
+1.10%
YTD
+1.10%
1 Year
+3.45%
3 Years (annualized)
+3.34%
5 Years (annualized)
+1.51%
10 Years (annualized)
+1.52%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Barclays 3 Year Municipal Bond Index
This Mutual Fund (YTD)
+1.10%
Peer Avg (YTD)
+1.79%
vs Peers
-0.68%

SHDAX Mutual Fund Performance

SHDAX performance across multiple time periods: 1-month 0.22%, YTD 1.10%, 1-year 3.45%, 3-year 3.34%, 5-year 1.51%, 10-year 1.52%.

SHDAX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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