SHXCX Mutual Fund

NAV$14.09

Returns Overview

1 Month
-3.50%
3 Months
+0.22%
6 Months
+2.04%
YTD
-2.68%
1 Year
+12.45%
3 Years
+7.76%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SHXCX 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)
-2.68%
Peer Avg (YTD)
+5.12%
vs Peers
-7.80%

SHXCX Mutual Fund Performance

SHXCX performance across multiple time periods: 1-month -3.50%, YTD -2.68%, 1-year 12.45%, 3-year 7.76%.

SHXCX returns trail the peer average of 5.12% YTD. With an expense ratio of 1.82%, investors should weigh costs against performance when evaluating this mutual fund.

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