SHRMX Mutual Fund

NAV$9.00

Returns Overview

1 Month
+0.88%
3 Months
+2.24%
6 Months
+4.17%
YTD
+4.17%
1 Year
+14.29%
3 Years (annualized)
+14.45%
5 Years (annualized)
+9.94%
10 Years (annualized)
+6.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SHRMX 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)
+4.17%
Peer Avg (YTD)
+1.42%
vs Peers
+2.74%

SHRMX Mutual Fund Performance

SHRMX performance across multiple time periods: 1-month 0.88%, YTD 4.17%, 1-year 14.29%, 3-year 14.45%, 5-year 9.94%, 10-year 6.50%.

SHRMX returns outperform the peer average of 1.42% YTD. With an expense ratio of 1.91%, investors should weigh costs against performance when evaluating this mutual fund.

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