SHXPX Mutual Fund

NAV$14.67

Returns Overview

1 Month
-3.44%
3 Months
+0.42%
6 Months
+2.40%
YTD
-2.57%
1 Year
+13.29%
3 Years
+8.59%
5 Years
+5.07%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SHXPX 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)
-2.57%
Peer Avg (YTD)
+5.12%
vs Peers
-7.69%

SHXPX Mutual Fund Performance

SHXPX performance across multiple time periods: 1-month -3.44%, YTD -2.57%, 1-year 13.29%, 3-year 8.59%, 5-year 5.07%.

SHXPX 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.

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