SHIIX Mutual Fund

SHIIX Mutual Fund

NAV$11.53
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Returns Overview

1 Month
+0.18%
3 Months
+1.87%
6 Months
+4.29%
YTD
+5.06%
1 Year
+10.07%
3 Years (annualized)
+11.37%
5 Years (annualized)
+5.12%
10 Years (annualized)
+7.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SHIIX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+5.06%
Peer Avg (YTD)
+2.39%
vs Peers
+2.67%

SHIIX Mutual Fund Performance

SHIIX performance across multiple time periods: 1-month 0.18%, YTD 5.06%, 1-year 10.07%, 3-year 11.37%, 5-year 5.12%, 10-year 7.21%.

SHIIX returns outperform the peer average of 2.39% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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