SHORX Mutual Fund

SHORX Mutual Fund

NAV$9.53
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Returns Overview

1 Month
+2.94%
3 Months
-1.73%
6 Months
-1.87%
YTD
-0.94%
1 Year
-0.52%
3 Years (annualized)
+4.04%
5 Years (annualized)
+0.03%
10 Years (annualized)
+1.31%

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)
-0.94%
Peer Avg (YTD)
-0.87%
vs Peers
-0.08%

SHORX Mutual Fund Performance

SHORX performance across multiple time periods: 1-month 2.94%, YTD -0.94%, 1-year -0.52%, 3-year 4.04%, 5-year 0.03%, 10-year 1.31%.

SHORX returns trail the peer average of -0.87% 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.