SHRMX Mutual Fund

SHRMX Mutual Fund

NAV$9.14
See how much of SHRMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.77%
3 Months
+4.62%
6 Months
+6.97%
YTD
+8.98%
1 Year
+12.39%
3 Years (annualized)
+14.19%
5 Years (annualized)
+10.65%
10 Years (annualized)
+6.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SHRMX 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
ICE Bank of America Merrill Lynch 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
+8.98%
Peer Avg (YTD)
-0.77%
vs Peers
+9.75%

SHRMX Mutual Fund Performance

SHRMX performance across multiple time periods: 1-month 1.77%, YTD 8.98%, 1-year 12.39%, 3-year 14.19%, 5-year 10.65%, 10-year 6.60%.

SHRMX returns outperform the peer average of -0.77% YTD. With an expense ratio of 1.91%, investors should weigh costs against performance when evaluating this mutual fund.

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