SHDPX Mutual Fund

NAV$8.63

Returns Overview

1 Month
-4.76%
3 Months
-5.08%
6 Months
-4.47%
YTD
-6.42%
1 Year
+5.72%
3 Years (annualized)
-1.04%
5 Years (annualized)
-2.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SHDPX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
-6.42%
Peer Avg (YTD)
+7.55%
vs Peers
-13.97%

SHDPX Mutual Fund Performance

SHDPX performance across multiple time periods: 1-month -4.76%, YTD -6.42%, 1-year 5.72%, 3-year -1.04%, 5-year -2.44%.

SHDPX returns trail the peer average of 7.55% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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