SHDRX Mutual Fund

SHDRX Mutual Fund

NAV$8.96
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Returns Overview

1 Month
-4.59%
3 Months
-4.90%
6 Months
-4.31%
YTD
-6.20%
1 Year
+6.11%
3 Years (annualized)
-0.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SHDRX 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
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
-6.20%
Peer Avg (YTD)
+7.55%
vs Peers
-13.75%

SHDRX Mutual Fund Performance

SHDRX performance across multiple time periods: 1-month -4.59%, YTD -6.20%, 1-year 6.11%, 3-year -0.74%.

SHDRX returns trail the peer average of 7.55% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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