SHMDX Mutual Fund

NAV$7.92

Returns Overview

1 Month
+0.82%
3 Months
+5.64%
6 Months
+4.65%
YTD
+4.65%
1 Year
+14.04%
3 Years (annualized)
+12.79%
5 Years (annualized)
+3.51%
10 Years (annualized)
+4.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SHMDX 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 EMBI Global Diversified Index(JPEIDIVR)
This Mutual Fund (YTD)
+4.65%
Peer Avg (YTD)
+3.07%
vs Peers
+1.58%

SHMDX Mutual Fund Performance

SHMDX performance across multiple time periods: 1-month 0.82%, YTD 4.65%, 1-year 14.04%, 3-year 12.79%, 5-year 3.51%, 10-year 4.10%.

SHMDX returns outperform the peer average of 3.07% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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