SHXPX Mutual Fund

SHXPX Mutual Fund

NAV$7.45
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Returns Overview

1 Month
+0.65%
3 Months
+1.78%
6 Months
+2.21%
YTD
-0.84%
1 Year
+19.87%
3 Years (annualized)
+11.92%
5 Years (annualized)
+2.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SHXPX 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)
-0.84%
Peer Avg (YTD)
+7.14%
vs Peers
-7.97%

SHXPX Mutual Fund Performance

SHXPX performance across multiple time periods: 1-month 0.65%, YTD -0.84%, 1-year 19.87%, 3-year 11.92%, 5-year 2.76%.

SHXPX returns trail the peer average of 7.14% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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