SHXIX Mutual Fund

SHXIX Mutual Fund

NAV$7.73
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Returns Overview

1 Month
+0.64%
3 Months
+1.88%
6 Months
+2.36%
YTD
-0.76%
1 Year
+20.15%
3 Years (annualized)
+12.29%
5 Years (annualized)
+3.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SHXIX 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
Russell 3000 Value(^RAV)
This Mutual Fund (YTD)
-0.76%
Peer Avg (YTD)
+7.14%
vs Peers
-7.90%

SHXIX Mutual Fund Performance

SHXIX performance across multiple time periods: 1-month 0.64%, YTD -0.76%, 1-year 20.15%, 3-year 12.29%, 5-year 3.06%.

SHXIX returns trail the peer average of 7.14% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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