SHM ETF

$47.61

Returns Overview

1 Month
+0.35%
3 Months
+0.84%
6 Months
+1.09%
YTD
+1.03%
1 Year
+2.91%
3 Years (annualized)
+2.87%
5 Years (annualized)
+0.98%
10 Years (annualized)
+1.17%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SHM 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE 1-5 Year AMT-Free US Select Municipal Index(IYAF)
This ETF (YTD)
+1.03%
Peer Avg (YTD)
+1.79%
vs Peers
-0.75%

SHM ETF Performance

SHM performance across multiple time periods: 1-month 0.35%, YTD 1.03%, 1-year 2.91%, 3-year 2.87%, 5-year 0.98%, 10-year 1.17%.

SHM returns trail the peer average of 1.79% YTD. With an expense ratio of 0.20%, investors should weigh costs against performance when evaluating this ETF.

SHM performance comparison shows side-by-side returns with another fund. SHM alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+0.35%N/A
3 Months+0.84%N/A
6 Months+1.09%N/A
1 Year+2.91%N/A
3 Years+2.87%N/A
5 Years+0.98%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized