SHTCX Mutual Fund

SHTCX Mutual Fund

NAV$74.61
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Returns Overview

1 Month
+3.63%
3 Months
-0.85%
6 Months
+48.68%
YTD
+52.01%
1 Year
+62.85%
3 Years (annualized)
+48.51%
5 Years (annualized)
+31.47%
10 Years (annualized)
+35.79%

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
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
MSCI World Information Technology Index(^MSGUIT)
This Mutual Fund (YTD)
+52.01%
Peer Avg (YTD)
+16.41%
vs Peers
+35.60%

SHTCX Mutual Fund Performance

SHTCX performance across multiple time periods: 1-month 3.63%, YTD 52.01%, 1-year 62.85%, 3-year 48.51%, 5-year 31.47%, 10-year 35.79%.

SHTCX returns outperform the peer average of 16.41% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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