SHNJX Mutual Fund

SHNJX Mutual Fund

NAV$11.38
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Returns Overview

1 Month
+3.20%
3 Months
-1.54%
6 Months
-1.83%
YTD
-0.47%
1 Year
+0.19%
3 Years (annualized)
+4.67%
5 Years (annualized)
+0.66%
10 Years (annualized)
+1.94%

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
PROUpgrade to run

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)
-0.47%
Peer Avg (YTD)
-0.87%
vs Peers
+0.40%

SHNJX Mutual Fund Performance

SHNJX performance across multiple time periods: 1-month 3.20%, YTD -0.47%, 1-year 0.19%, 3-year 4.67%, 5-year 0.66%, 10-year 1.94%.

SHNJX returns outperform the peer average of -0.87% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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