SHRAX Mutual Fund

SHRAX Mutual Fund

NAV$93.54
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Returns Overview

1 Month
+4.24%
3 Months
+1.27%
6 Months
+3.99%
YTD
+3.81%
1 Year
+5.56%
3 Years (annualized)
+13.38%
5 Years (annualized)
+3.14%
10 Years (annualized)
+7.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SHRAX 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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+3.81%
Peer Avg (YTD)
+11.21%
vs Peers
-7.40%

SHRAX Mutual Fund Performance

SHRAX performance across multiple time periods: 1-month 4.24%, YTD 3.81%, 1-year 5.56%, 3-year 13.38%, 5-year 3.14%, 10-year 7.76%.

SHRAX returns trail the peer average of 11.21% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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