SHEAX Mutual Fund

SHEAX Mutual Fund

NAV$8.59
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Returns Overview

1 Month
-4.68%
3 Months
-4.99%
6 Months
-4.49%
YTD
-6.35%
1 Year
+5.62%
3 Years (annualized)
-1.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SHEAX 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
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📉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)
-6.35%
Peer Avg (YTD)
+7.55%
vs Peers
-13.90%

SHEAX Mutual Fund Performance

SHEAX performance across multiple time periods: 1-month -4.68%, YTD -6.35%, 1-year 5.62%, 3-year -1.11%.

SHEAX returns trail the peer average of 7.55% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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