SHPIX Mutual Fund

SHPIX Mutual Fund

NAV$33.69
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Returns Overview

1 Month
-0.69%
3 Months
-0.81%
6 Months
-10.75%
YTD
-14.79%
1 Year
-19.12%
3 Years (annualized)
+9.76%
5 Years (annualized)
+48.21%
10 Years (annualized)
+10.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SHPIX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
-14.79%
Peer Avg (YTD)
+6.77%
vs Peers
-21.56%

SHPIX Mutual Fund Performance

SHPIX performance across multiple time periods: 1-month -0.69%, YTD -14.79%, 1-year -19.12%, 3-year 9.76%, 5-year 48.21%, 10-year 10.25%.

SHPIX returns trail the peer average of 6.77% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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