SHOIX Mutual Fund

SHOIX Mutual Fund

NAV$9.22
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Returns Overview

1 Month
+1.00%
3 Months
+1.12%
6 Months
+1.61%
YTD
+2.77%
1 Year
+5.84%
3 Years (annualized)
+9.28%
5 Years (annualized)
+4.83%
10 Years (annualized)
+6.14%

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
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)
+2.77%
Peer Avg (YTD)
+2.15%
vs Peers
+0.61%

SHOIX Mutual Fund Performance

SHOIX performance across multiple time periods: 1-month 1.00%, YTD 2.77%, 1-year 5.84%, 3-year 9.28%, 5-year 4.83%, 10-year 6.14%.

SHOIX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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