SHDSX Mutual Fund

SHDSX Mutual Fund

NAV$4.98
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Returns Overview

1 Month
-1.54%
3 Months
-1.64%
6 Months
-0.75%
YTD
-0.46%
1 Year
+0.26%
3 Years (annualized)
+3.53%
5 Years (annualized)
+1.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SHDSX 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)
-0.46%
Peer Avg (YTD)
-3.84%
vs Peers
+3.38%

SHDSX Mutual Fund Performance

SHDSX performance across multiple time periods: 1-month -1.54%, YTD -0.46%, 1-year 0.26%, 3-year 3.53%, 5-year 1.65%.

SHDSX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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