SHORX Mutual Fund

SHORX Mutual Fund

NAV$9.20
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Returns Overview

1 Month
-0.09%
3 Months
-0.76%
6 Months
-1.13%
YTD
+0.71%
1 Year
+4.70%
3 Years (annualized)
+3.37%
5 Years (annualized)
+0.24%
10 Years (annualized)
+1.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SHORX 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
Lipper Other States Municipal Debt Funds Category Average
This Mutual Fund (YTD)
+0.71%
Peer Avg (YTD)
+0.15%
vs Peers
+0.56%

SHORX Mutual Fund Performance

SHORX performance across multiple time periods: 1-month -0.09%, YTD 0.71%, 1-year 4.70%, 3-year 3.37%, 5-year 0.24%, 10-year 1.40%.

SHORX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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