SHOCX Mutual Fund

SHOCX Mutual Fund

NAV$9.26
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Returns Overview

1 Month
+0.91%
3 Months
+0.85%
6 Months
+1.16%
YTD
+2.22%
1 Year
+4.89%
3 Years (annualized)
+8.20%
5 Years (annualized)
+4.02%
10 Years (annualized)
+5.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SHOCX 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)
+2.22%
Peer Avg (YTD)
+2.15%
vs Peers
+0.07%

SHOCX Mutual Fund Performance

SHOCX performance across multiple time periods: 1-month 0.91%, YTD 2.22%, 1-year 4.89%, 3-year 8.20%, 5-year 4.02%, 10-year 5.16%.

SHOCX returns outperform the peer average of 2.15% YTD. With an expense ratio of 1.81%, investors should weigh costs against performance when evaluating this mutual fund.

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