SHRAX Mutual Fund

NAV$91.59

Returns Overview

1 Month
-3.30%
3 Months
+2.61%
6 Months
+3.33%
1 Year
+7.34%
3 Years (annualized)
+8.05%
5 Years (annualized)
+0.51%
10 Years (annualized)
+7.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SHRAX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)

SHRAX Mutual Fund Performance

SHRAX performance across multiple time periods: 1-month -3.30%, 1-year 7.34%, 3-year 8.05%, 5-year 0.51%, 10-year 7.00%.

SHRAX returns can be compared against peers and benchmarks. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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