SHICX Mutual Fund

SHICX Mutual Fund

NAV$4.67
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Returns Overview

1 Month
+0.92%
3 Months
+0.81%
6 Months
+1.66%
YTD
+2.52%
1 Year
+4.29%
3 Years (annualized)
+6.94%
5 Years (annualized)
+4.09%
10 Years (annualized)
+4.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SHICX 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)
+2.52%
Peer Avg (YTD)
+2.15%
vs Peers
+0.37%

SHICX Mutual Fund Performance

SHICX performance across multiple time periods: 1-month 0.92%, YTD 2.52%, 1-year 4.29%, 3-year 6.94%, 5-year 4.09%, 10-year 4.70%.

SHICX returns outperform the peer average of 2.15% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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