SHSAX Mutual Fund

NAV$62.72

Returns Overview

1 Month
+2.32%
3 Months
+0.36%
6 Months
+16.47%
YTD
+2.27%
1 Year
+10.58%
3 Years
+10.49%
5 Years
+6.48%
10 Years
+11.25%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SHSAX 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
Russell 3000 Health Care Index(^RUAHC)
This Mutual Fund (YTD)
+2.27%
Peer Avg (YTD)
+1.55%
vs Peers
+0.72%

SHSAX Mutual Fund Performance

SHSAX performance across multiple time periods: 1-month 2.32%, YTD 2.27%, 1-year 10.58%, 3-year 10.49%, 5-year 6.48%, 10-year 11.25%.

SHSAX returns outperform the peer average of 1.55% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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