SHISX Mutual Fund

NAV$62.80

Returns Overview

1 Month
+7.20%
3 Months
+9.46%
6 Months
+4.39%
YTD
+4.26%
1 Year
+22.43%
3 Years (annualized)
+8.50%
5 Years (annualized)
+4.92%
10 Years (annualized)
+10.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SHISX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Health Care Index(^RUAHC)
This Mutual Fund (YTD)
+4.26%
Peer Avg (YTD)
+7.57%
vs Peers
-3.31%

SHISX Mutual Fund Performance

SHISX performance across multiple time periods: 1-month 7.20%, YTD 4.26%, 1-year 22.43%, 3-year 8.50%, 5-year 4.92%, 10-year 10.33%.

SHISX returns trail the peer average of 7.57% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

SHISX performance comparison shows side-by-side returns with another fund. SHISX alternatives are available in the Mutual Fund Screener.