SHIEX Mutual Fund

NAV$11.39

Returns Overview

1 Month
+0.18%
3 Months
+6.40%
6 Months
+4.72%
YTD
+4.72%
1 Year
+11.15%
3 Years (annualized)
+11.65%
5 Years (annualized)
+5.12%
10 Years (annualized)
+7.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SHIEX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+4.72%
Peer Avg (YTD)
+3.47%
vs Peers
+1.25%

SHIEX Mutual Fund Performance

SHIEX performance across multiple time periods: 1-month 0.18%, YTD 4.72%, 1-year 11.15%, 3-year 11.65%, 5-year 5.12%, 10-year 7.12%.

SHIEX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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