SHMDX Mutual Fund

SHMDX Mutual Fund

NAV$7.97
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Returns Overview

1 Month
-1.53%
3 Months
+0.38%
6 Months
+1.66%
YTD
+3.05%
1 Year
+10.86%
3 Years (annualized)
+11.30%
5 Years (annualized)
+3.11%
10 Years (annualized)
+3.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SHMDX 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
JPMorgan EMBI Global Diversified Index(JPEIDIVR)
This Mutual Fund (YTD)
+3.05%
Peer Avg (YTD)
+2.32%
vs Peers
+0.73%

SHMDX Mutual Fund Performance

SHMDX performance across multiple time periods: 1-month -1.53%, YTD 3.05%, 1-year 10.86%, 3-year 11.30%, 5-year 3.11%, 10-year 3.73%.

SHMDX returns outperform the peer average of 2.32% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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