SHCDX Mutual Fund

NAV$8.04

Returns Overview

1 Month
+0.57%
3 Months
+3.27%
6 Months
+3.29%
YTD
+3.29%
1 Year
+7.92%
3 Years (annualized)
+8.64%
5 Years (annualized)
+3.06%
10 Years (annualized)
+4.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SHCDX 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
JPMorgan CEMBI Broad Diversified Index(^JPCEMBIBDI)
This Mutual Fund (YTD)
+3.29%
Peer Avg (YTD)
+3.07%
vs Peers
+0.22%

SHCDX Mutual Fund Performance

SHCDX performance across multiple time periods: 1-month 0.57%, YTD 3.29%, 1-year 7.92%, 3-year 8.64%, 5-year 3.06%, 10-year 4.29%.

SHCDX returns outperform the peer average of 3.07% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

SHCDX performance comparison shows side-by-side returns with another fund. SHCDX alternatives are available in the Mutual Fund Screener.