SHTCX Mutual Fund

NAV$71.81
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Returns Overview

1 Month
+4.95%
3 Months
+49.96%
6 Months
+56.89%
YTD
+53.31%
1 Year
+102.62%
3 Years (annualized)
+51.30%
5 Years (annualized)
+33.35%
10 Years (annualized)
+37.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SHTCX 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
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📉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

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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
MSCI World Information Technology Index(^MSGUIT)
This Mutual Fund (YTD)
+53.31%
Peer Avg (YTD)
+16.06%
vs Peers
+37.25%

SHTCX Mutual Fund Performance

SHTCX performance across multiple time periods: 1-month 4.95%, YTD 53.31%, 1-year 102.62%, 3-year 51.30%, 5-year 33.35%, 10-year 37.91%.

SHTCX returns outperform the peer average of 16.06% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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