SHRIX Mutual Fund

SHRIX Mutual Fund

NAV$9.13
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Returns Overview

1 Month
+1.01%
3 Months
+2.62%
6 Months
+4.47%
YTD
+5.29%
1 Year
+13.68%
3 Years (annualized)
+14.42%
5 Years (annualized)
+10.15%
10 Years (annualized)
+6.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SHRIX 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
ICE Bank of America Merrill Lynch 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
+5.29%
Peer Avg (YTD)
+0.72%
vs Peers
+4.57%

SHRIX Mutual Fund Performance

SHRIX performance across multiple time periods: 1-month 1.01%, YTD 5.29%, 1-year 13.68%, 3-year 14.42%, 5-year 10.15%, 10-year 6.68%.

SHRIX returns outperform the peer average of 0.72% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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