SHDSX Mutual Fund

SHDSX Mutual Fund

NAV$4.97
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Returns Overview

1 Month
+0.23%
3 Months
+0.32%
6 Months
-0.14%
YTD
+1.10%
1 Year
+2.25%
3 Years (annualized)
+3.53%
5 Years (annualized)
+1.65%

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

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+1.10%
Peer Avg (YTD)
+0.15%
vs Peers
+0.95%

SHDSX Mutual Fund Performance

SHDSX performance across multiple time periods: 1-month 0.23%, YTD 1.10%, 1-year 2.25%, 3-year 3.53%, 5-year 1.65%.

SHDSX returns outperform the peer average of 0.15% 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.