SHRSX Mutual Fund

SHRSX Mutual Fund

NAV$13.20
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Returns Overview

1 Month
-0.15%
3 Months
-0.83%
6 Months
-1.43%
YTD
+0.61%
1 Year
+5.50%
3 Years (annualized)
+3.77%
5 Years (annualized)
+0.42%
10 Years (annualized)
+1.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SHRSX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+0.61%
Peer Avg (YTD)
+0.17%
vs Peers
+0.43%

SHRSX Mutual Fund Performance

SHRSX performance across multiple time periods: 1-month -0.15%, YTD 0.61%, 1-year 5.50%, 3-year 3.77%, 5-year 0.42%, 10-year 1.71%.

SHRSX returns outperform the peer average of 0.17% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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