SHIAX Mutual Fund

SHIAX Mutual Fund

NAV$4.63
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Returns Overview

1 Month
+0.78%
3 Months
+1.00%
6 Months
+2.03%
YTD
+3.00%
1 Year
+5.02%
3 Years (annualized)
+7.50%
5 Years (annualized)
+4.59%
10 Years (annualized)
+5.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SHIAX 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 US Aggregate Index
This Mutual Fund (YTD)
+3.00%
Peer Avg (YTD)
+2.15%
vs Peers
+0.85%

SHIAX Mutual Fund Performance

SHIAX performance across multiple time periods: 1-month 0.78%, YTD 3.00%, 1-year 5.02%, 3-year 7.50%, 5-year 4.59%, 10-year 5.16%.

SHIAX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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