SHIEX Mutual Fund

SHIEX Mutual Fund

NAV$11.52
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Returns Overview

1 Month
-0.78%
3 Months
+0.62%
6 Months
+7.06%
YTD
+5.37%
1 Year
+7.52%
3 Years (annualized)
+11.77%
5 Years (annualized)
+4.74%
10 Years (annualized)
+6.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SHIEX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+5.37%
Peer Avg (YTD)
+5.40%
vs Peers
-0.03%

SHIEX Mutual Fund Performance

SHIEX performance across multiple time periods: 1-month -0.78%, YTD 5.37%, 1-year 7.52%, 3-year 11.77%, 5-year 4.74%, 10-year 6.99%.

SHIEX returns trail the peer average of 5.40% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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