SHORX Mutual Fund

SHORX Mutual Fund

NAV$9.62
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Returns Overview

1 Month
-1.50%
3 Months
-0.14%
6 Months
+0.17%
YTD
+0.80%
1 Year
+5.93%
3 Years (annualized)
+3.02%
5 Years (annualized)
+0.18%
10 Years (annualized)
+1.41%

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)
+0.80%
Peer Avg (YTD)
+0.23%
vs Peers
+0.57%

SHORX Mutual Fund Performance

SHORX performance across multiple time periods: 1-month -1.50%, YTD 0.80%, 1-year 5.93%, 3-year 3.02%, 5-year 0.18%, 10-year 1.41%.

SHORX returns outperform the peer average of 0.23% 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.