SHMDX Mutual Fund

SHMDX Mutual Fund

NAV$7.58
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Returns Overview

1 Month
+0.86%
3 Months
+0.12%
6 Months
+1.13%
YTD
+3.93%
1 Year
+9.84%
3 Years (annualized)
+12.11%
5 Years (annualized)
+3.01%
10 Years (annualized)
+3.62%

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)
+3.93%
Peer Avg (YTD)
+2.96%
vs Peers
+0.97%

SHMDX Mutual Fund Performance

SHMDX performance across multiple time periods: 1-month 0.86%, YTD 3.93%, 1-year 9.84%, 3-year 12.11%, 5-year 3.01%, 10-year 3.62%.

SHMDX returns outperform the peer average of 2.96% 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.