SHXYX Mutual Fund

SHXYX Mutual Fund

NAV$7.61
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Returns Overview

1 Month
+0.65%
3 Months
+1.83%
6 Months
+2.32%
YTD
-0.76%
1 Year
+20.06%
3 Years (annualized)
+12.12%
5 Years (annualized)
+2.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SHXYX 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%

SHXYX Mutual Fund Performance

SHXYX performance across multiple time periods: 1-month 0.65%, YTD -0.76%, 1-year 20.06%, 3-year 12.12%, 5-year 2.94%.

SHXYX returns trail the peer average of 7.14% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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