SHRMX Mutual Fund

SHRMX Mutual Fund

NAV$9.26
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Returns Overview

1 Month
+1.01%
3 Months
+2.58%
6 Months
+4.40%
YTD
+5.22%
1 Year
+13.52%
3 Years (annualized)
+14.32%
5 Years (annualized)
+10.05%
10 Years (annualized)
+6.55%

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
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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)
+5.22%
Peer Avg (YTD)
+0.72%
vs Peers
+4.50%

SHRMX Mutual Fund Performance

SHRMX performance across multiple time periods: 1-month 1.01%, YTD 5.22%, 1-year 13.52%, 3-year 14.32%, 5-year 10.05%, 10-year 6.55%.

SHRMX returns outperform the peer average of 0.72% YTD. With an expense ratio of 1.91%, investors should weigh costs against performance when evaluating this mutual fund.

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