SHRIX Mutual Fund

NAV$8.98

Returns Overview

1 Month
+0.91%
3 Months
+2.27%
6 Months
+4.23%
YTD
+4.23%
1 Year
+14.45%
3 Years (annualized)
+14.54%
5 Years (annualized)
+10.04%
10 Years (annualized)
+6.62%

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
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
ICE Bank of America Merrill Lynch 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
+4.23%
Peer Avg (YTD)
+1.42%
vs Peers
+2.81%

SHRIX Mutual Fund Performance

SHRIX performance across multiple time periods: 1-month 0.91%, YTD 4.23%, 1-year 14.45%, 3-year 14.54%, 5-year 10.04%, 10-year 6.62%.

SHRIX returns outperform the peer average of 1.42% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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