SHTRX Mutual Fund

NAV$8.37

Returns Overview

3 Months
+0.80%
6 Months
+1.98%
YTD
+0.39%
1 Year
+4.86%
3 Years (annualized)
+5.42%
5 Years (annualized)
+2.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SHTRX 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
ICE BofA 1-3 Year US Corporate & Government Index(^ICIBOFA13YUCGI)
This Mutual Fund (YTD)
+0.39%
Peer Avg (YTD)
+1.66%
vs Peers
-1.27%

SHTRX Mutual Fund Performance

SHTRX performance across multiple time periods: YTD 0.39%, 1-year 4.86%, 3-year 5.42%, 5-year 2.67%.

SHTRX returns trail the peer average of 1.66% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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