SHOAX Mutual Fund

SHOAX Mutual Fund

NAV$9.17
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Returns Overview

1 Month
+0.98%
3 Months
+1.03%
6 Months
+1.36%
YTD
+2.60%
1 Year
+5.55%
3 Years (annualized)
+8.92%
5 Years (annualized)
+4.49%
10 Years (annualized)
+5.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SHOAX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.60%
Peer Avg (YTD)
+2.15%
vs Peers
+0.45%

SHOAX Mutual Fund Performance

SHOAX performance across multiple time periods: 1-month 0.98%, YTD 2.60%, 1-year 5.55%, 3-year 8.92%, 5-year 4.49%, 10-year 5.76%.

SHOAX returns outperform the peer average of 2.15% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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