SHMXX Mutual Fund

SHMXX Mutual Fund

NAV$1.00
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Returns Overview

1 Month
+0.43%
3 Months
+1.30%
6 Months
+2.55%
YTD
+3.00%
1 Year
+5.31%
3 Years (annualized)
+3.21%
5 Years (annualized)
+2.16%
10 Years (annualized)
+1.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SHMXX 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
PROUpgrade to run
🏦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 Barclays US Treasury Bill Index(LUATTRUU)
This Mutual Fund (YTD)
+3.00%
Peer Avg (YTD)
+2.36%
vs Peers
+0.64%

SHMXX Mutual Fund Performance

SHMXX performance across multiple time periods: 1-month 0.43%, YTD 3.00%, 1-year 5.31%, 3-year 3.21%, 5-year 2.16%, 10-year 1.40%.

SHMXX returns outperform the peer average of 2.36% YTD. With an expense ratio of 0.33%, investors should weigh costs against performance when evaluating this mutual fund.

SHMXX performance comparison shows side-by-side returns with another fund. SHMXX alternatives are available in the Mutual Fund Screener.