SHIYX Mutual Fund

SHIYX Mutual Fund

NAV$4.76
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Returns Overview

1 Month
+0.01%
3 Months
+0.71%
6 Months
+1.73%
YTD
+2.35%
1 Year
+5.76%
3 Years (annualized)
+7.63%
5 Years (annualized)
+4.77%
10 Years (annualized)
+5.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SHIYX 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)
+2.35%
Peer Avg (YTD)
+0.12%
vs Peers
+2.23%

SHIYX Mutual Fund Performance

SHIYX performance across multiple time periods: 1-month 0.01%, YTD 2.35%, 1-year 5.76%, 3-year 7.63%, 5-year 4.77%, 10-year 5.55%.

SHIYX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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