SHAPX Mutual Fund

SHAPX Mutual Fund

NAV$38.05
See how much of SHAPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.96%
3 Months
+2.15%
6 Months
+10.79%
YTD
+6.37%
1 Year
+7.70%
3 Years (annualized)
+16.29%
5 Years (annualized)
+10.43%
10 Years (annualized)
+13.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SHAPX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.37%
Peer Avg (YTD)
+8.67%
vs Peers
-2.30%

SHAPX Mutual Fund Performance

SHAPX performance across multiple time periods: 1-month -0.96%, YTD 6.37%, 1-year 7.70%, 3-year 16.29%, 5-year 10.43%, 10-year 13.29%.

SHAPX returns trail the peer average of 8.67% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

SHAPX vs another fund shows side-by-side returns. SHAPX alternatives are available in the Mutual Fund Screener.