SHIIX Mutual Fund

SHIIX Mutual Fund

NAV$11.46
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Returns Overview

1 Month
+0.26%
3 Months
+0.79%
6 Months
+2.67%
YTD
+5.88%
1 Year
+7.32%
3 Years (annualized)
+14.03%
5 Years (annualized)
+4.84%
10 Years (annualized)
+7.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SHIIX 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
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🏦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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+5.88%
Peer Avg (YTD)
+5.49%
vs Peers
+0.40%

SHIIX Mutual Fund Performance

SHIIX performance across multiple time periods: 1-month 0.26%, YTD 5.88%, 1-year 7.32%, 3-year 14.03%, 5-year 4.84%, 10-year 7.51%.

SHIIX returns outperform the peer average of 5.49% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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