SHOYX Mutual Fund

NAV$9.44

Returns Overview

1 Month
+0.09%
3 Months
+1.56%
6 Months
+1.72%
YTD
+1.82%
1 Year
+7.97%
3 Years (annualized)
+9.41%
5 Years (annualized)
+4.72%
10 Years (annualized)
+6.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SHOYX 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
PROUpgrade to run

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)
+1.82%
Peer Avg (YTD)
+3.23%
vs Peers
-1.40%

SHOYX Mutual Fund Performance

SHOYX performance across multiple time periods: 1-month 0.09%, YTD 1.82%, 1-year 7.97%, 3-year 9.41%, 5-year 4.72%, 10-year 6.37%.

SHOYX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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