SHOIX Mutual Fund

NAV$9.44
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Returns Overview

1 Month
+0.19%
3 Months
+1.67%
6 Months
+1.83%
YTD
+1.83%
1 Year
+8.10%
3 Years (annualized)
+9.41%
5 Years (annualized)
+4.73%
10 Years (annualized)
+6.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SHOIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.83%
Peer Avg (YTD)
+3.23%
vs Peers
-1.40%

SHOIX Mutual Fund Performance

SHOIX performance across multiple time periods: 1-month 0.19%, YTD 1.83%, 1-year 8.10%, 3-year 9.41%, 5-year 4.73%, 10-year 6.41%.

SHOIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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