SHIIX Mutual Fund

SHIIX Mutual Fund

NAV$11.64
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Returns Overview

1 Month
+1.31%
3 Months
+1.67%
6 Months
+5.37%
YTD
+6.43%
1 Year
+9.97%
3 Years (annualized)
+12.06%
5 Years (annualized)
+5.01%
10 Years (annualized)
+7.40%

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)
+6.43%
Peer Avg (YTD)
+4.75%
vs Peers
+1.69%

SHIIX Mutual Fund Performance

SHIIX performance across multiple time periods: 1-month 1.31%, YTD 6.43%, 1-year 9.97%, 3-year 12.06%, 5-year 5.01%, 10-year 7.40%.

SHIIX returns outperform the peer average of 4.75% 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.