SHXIX Mutual Fund

NAV$14.63

Returns Overview

1 Month
-3.44%
3 Months
+0.47%
6 Months
+2.49%
YTD
-2.59%
1 Year
+13.51%
3 Years
+8.91%
5 Years
+5.37%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SHXIX 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%

SHXIX Mutual Fund Performance

SHXIX performance across multiple time periods: 1-month -3.44%, YTD -2.59%, 1-year 13.51%, 3-year 8.91%, 5-year 5.37%.

SHXIX returns trail the peer average of 5.12% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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