SHOAX Mutual Fund

SHOAX Mutual Fund

NAV$9.40
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Returns Overview

1 Month
-0.11%
3 Months
+0.20%
6 Months
+0.70%
YTD
+1.61%
1 Year
+6.64%
3 Years (annualized)
+9.09%
5 Years (annualized)
+5.15%
10 Years (annualized)
+6.11%

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
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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.61%
Peer Avg (YTD)
+0.12%
vs Peers
+1.49%

SHOAX Mutual Fund Performance

SHOAX performance across multiple time periods: 1-month -0.11%, YTD 1.61%, 1-year 6.64%, 3-year 9.09%, 5-year 5.15%, 10-year 6.11%.

SHOAX returns outperform the peer average of 0.12% 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.