SHYTX Mutual Fund

SHYTX Mutual Fund

NAV$10.28
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Returns Overview

1 Month
-1.84%
3 Months
+0.47%
6 Months
+1.17%
YTD
+1.60%
1 Year
+8.01%
3 Years (annualized)
+4.71%
5 Years (annualized)
+0.26%
10 Years (annualized)
+2.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SHYTX 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
PROUpgrade to run
🏦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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+1.60%
Peer Avg (YTD)
+0.23%
vs Peers
+1.37%

SHYTX Mutual Fund Performance

SHYTX performance across multiple time periods: 1-month -1.84%, YTD 1.60%, 1-year 8.01%, 3-year 4.71%, 5-year 0.26%, 10-year 2.20%.

SHYTX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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