SHRCX Mutual Fund

SHRCX Mutual Fund

NAV$13.90
See how much of SHRCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.61%
3 Months
-0.16%
6 Months
+0.06%
YTD
+0.62%
1 Year
+6.67%
3 Years (annualized)
+3.20%
5 Years (annualized)
+0.14%
10 Years (annualized)
+1.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SHRCX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays California Municipal Bond Index(I00767US)
This Mutual Fund (YTD)
+0.62%
Peer Avg (YTD)
+0.39%
vs Peers
+0.23%

SHRCX Mutual Fund Performance

SHRCX performance across multiple time periods: 1-month -1.61%, YTD 0.62%, 1-year 6.67%, 3-year 3.20%, 5-year 0.14%, 10-year 1.55%.

SHRCX returns outperform the peer average of 0.39% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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