SHINX Mutual Fund

SHINX Mutual Fund

NAV$11.07
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Returns Overview

1 Month
+0.09%
3 Months
+1.58%
6 Months
+3.80%
YTD
+4.39%
1 Year
+9.03%
3 Years (annualized)
+10.25%
5 Years (annualized)
+4.07%
10 Years (annualized)
+6.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SHINX 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)
+4.39%
Peer Avg (YTD)
+2.39%
vs Peers
+2.00%

SHINX Mutual Fund Performance

SHINX performance across multiple time periods: 1-month 0.09%, YTD 4.39%, 1-year 9.03%, 3-year 10.25%, 5-year 4.07%, 10-year 6.14%.

SHINX returns outperform the peer average of 2.39% YTD. With an expense ratio of 2.35%, investors should weigh costs against performance when evaluating this mutual fund.

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