SHRCX Mutual Fund

NAV$13.97

Returns Overview

1 Month
+0.98%
3 Months
+2.54%
6 Months
+2.34%
YTD
+2.27%
1 Year
+7.76%
3 Years (annualized)
+3.86%
5 Years (annualized)
+0.63%
10 Years (annualized)
+1.71%

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

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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 Barclays California Municipal Bond Index(I00767US)
This Mutual Fund (YTD)
+2.27%
Peer Avg (YTD)
+1.98%
vs Peers
+0.29%

SHRCX Mutual Fund Performance

SHRCX performance across multiple time periods: 1-month 0.98%, YTD 2.27%, 1-year 7.76%, 3-year 3.86%, 5-year 0.63%, 10-year 1.71%.

SHRCX returns outperform the peer average of 1.98% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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