SHINX Mutual Fund

NAV$11.00

Returns Overview

1 Month
+0.09%
3 Months
+6.22%
6 Months
+4.39%
YTD
+4.29%
1 Year
+10.33%
3 Years (annualized)
+10.82%
5 Years (annualized)
+4.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SHINX 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)
+4.29%
Peer Avg (YTD)
+3.47%
vs Peers
+0.82%

SHINX Mutual Fund Performance

SHINX performance across multiple time periods: 1-month 0.09%, YTD 4.29%, 1-year 10.33%, 3-year 10.82%, 5-year 4.35%.

SHINX returns outperform the peer average of 3.47% YTD. With an expense ratio of 2.35%, investors should weigh costs against performance when evaluating this mutual fund.

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