SHDSX Mutual Fund

SHDSX Mutual Fund

NAV$5.04
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Returns Overview

1 Month
+1.61%
3 Months
+0.28%
6 Months
+0.62%
YTD
+1.15%
1 Year
+1.81%
3 Years (annualized)
+3.90%
5 Years (annualized)
+1.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SHDSX 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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+1.15%
Peer Avg (YTD)
-0.87%
vs Peers
+2.01%

SHDSX Mutual Fund Performance

SHDSX performance across multiple time periods: 1-month 1.61%, YTD 1.15%, 1-year 1.81%, 3-year 3.90%, 5-year 1.75%.

SHDSX returns outperform the peer average of -0.87% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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