SHOYX Mutual Fund

SHOYX Mutual Fund

NAV$9.22
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Returns Overview

1 Month
-2.01%
3 Months
-1.11%
6 Months
+0.43%
YTD
+0.69%
1 Year
+2.16%
3 Years (annualized)
+9.23%
5 Years (annualized)
+4.81%
10 Years (annualized)
+6.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SHOYX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.69%
Peer Avg (YTD)
+0.50%
vs Peers
+0.19%

SHOYX Mutual Fund Performance

SHOYX performance across multiple time periods: 1-month -2.01%, YTD 0.69%, 1-year 2.16%, 3-year 9.23%, 5-year 4.81%, 10-year 6.11%.

SHOYX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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