SHTIX Mutual Fund

SHTIX Mutual Fund

NAV$9.71
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Returns Overview

1 Month
+1.66%
3 Months
+0.28%
6 Months
-0.03%
YTD
+1.72%
1 Year
+1.81%
3 Years (annualized)
+4.71%
5 Years (annualized)
+2.27%
10 Years (annualized)
+2.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SHTIX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.72%
Peer Avg (YTD)
+1.93%
vs Peers
-0.21%

SHTIX Mutual Fund Performance

SHTIX performance across multiple time periods: 1-month 1.66%, YTD 1.72%, 1-year 1.81%, 3-year 4.71%, 5-year 2.27%, 10-year 2.45%.

SHTIX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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