SHPCX Mutual Fund

NAV$15.01

Returns Overview

1 Month
+2.74%
3 Months
+9.32%
6 Months
+4.67%
YTD
+7.21%
1 Year
+19.38%
3 Years (annualized)
+5.12%
5 Years (annualized)
+3.35%
10 Years (annualized)
+4.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SHPCX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Health Care Index(^SP500-35:SP)
This Mutual Fund (YTD)
+7.21%
Peer Avg (YTD)
+7.57%
vs Peers
-0.36%

SHPCX Mutual Fund Performance

SHPCX performance across multiple time periods: 1-month 2.74%, YTD 7.21%, 1-year 19.38%, 3-year 5.12%, 5-year 3.35%, 10-year 4.46%.

SHPCX returns trail the peer average of 7.57% YTD. With an expense ratio of 3.60%, investors should weigh costs against performance when evaluating this mutual fund.

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