SHRIX Mutual Fund

SHRIX Mutual Fund

NAV$9.12
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Returns Overview

1 Month
+1.80%
3 Months
+4.66%
6 Months
+7.04%
YTD
+9.09%
1 Year
+12.53%
3 Years (annualized)
+14.29%
5 Years (annualized)
+10.76%
10 Years (annualized)
+6.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SHRIX 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
ICE Bank of America Merrill Lynch 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
+9.09%
Peer Avg (YTD)
-0.77%
vs Peers
+9.86%

SHRIX Mutual Fund Performance

SHRIX performance across multiple time periods: 1-month 1.80%, YTD 9.09%, 1-year 12.53%, 3-year 14.29%, 5-year 10.76%, 10-year 6.72%.

SHRIX returns outperform the peer average of -0.77% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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