SHDLX Mutual Fund

SHDLX Mutual Fund

NAV$4.98
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Returns Overview

1 Month
-1.78%
3 Months
-1.98%
6 Months
-1.23%
YTD
-0.88%
1 Year
-0.50%
3 Years (annualized)
+2.95%
5 Years (annualized)
+1.13%
10 Years (annualized)
+1.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SHDLX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-0.88%
Peer Avg (YTD)
-3.84%
vs Peers
+2.96%

SHDLX Mutual Fund Performance

SHDLX performance across multiple time periods: 1-month -1.78%, YTD -0.88%, 1-year -0.50%, 3-year 2.95%, 5-year 1.13%, 10-year 1.16%.

SHDLX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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