SHXAX Mutual Fund

NAV$14.26

Returns Overview

1 Month
-3.47%
3 Months
+0.43%
6 Months
+2.36%
YTD
-2.59%
1 Year
+13.26%
3 Years
+8.56%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SHXAX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 3000 Value(^RAV)
This Mutual Fund (YTD)
-2.59%
Peer Avg (YTD)
+5.12%
vs Peers
-7.71%

SHXAX Mutual Fund Performance

SHXAX performance across multiple time periods: 1-month -3.47%, YTD -2.59%, 1-year 13.26%, 3-year 8.56%.

SHXAX returns trail the peer average of 5.12% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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