SHOCX Mutual Fund

NAV$9.47

Returns Overview

1 Month
+0.11%
3 Months
+1.38%
6 Months
+1.47%
YTD
+1.47%
1 Year
+7.12%
3 Years (annualized)
+8.38%
5 Years (annualized)
+3.93%
10 Years (annualized)
+5.41%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.47%
Peer Avg (YTD)
+3.23%
vs Peers
-1.76%

SHOCX Mutual Fund Performance

SHOCX performance across multiple time periods: 1-month 0.11%, YTD 1.47%, 1-year 7.12%, 3-year 8.38%, 5-year 3.93%, 10-year 5.41%.

SHOCX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.81%, investors should weigh costs against performance when evaluating this mutual fund.

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