SHNJX Mutual Fund

SHNJX Mutual Fund

NAV$11.60
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Returns Overview

1 Month
+0.78%
3 Months
+2.54%
6 Months
+2.72%
YTD
+2.72%
1 Year
+7.25%
3 Years (annualized)
+4.09%
5 Years (annualized)
+1.19%
10 Years (annualized)
+2.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SHNJX 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 New Jersey Municipal Bond Index(^BBNJMUB)
This Mutual Fund (YTD)
+2.72%
Peer Avg (YTD)
+1.79%
vs Peers
+0.93%

SHNJX Mutual Fund Performance

SHNJX performance across multiple time periods: 1-month 0.78%, YTD 2.72%, 1-year 7.25%, 3-year 4.09%, 5-year 1.19%, 10-year 2.21%.

SHNJX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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