SHPAX Mutual Fund

SHPAX Mutual Fund

NAV$23.12
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Returns Overview

1 Month
-2.41%
3 Months
+3.36%
6 Months
+7.66%
YTD
+7.91%
1 Year
+20.88%
3 Years (annualized)
+10.70%
5 Years (annualized)
+5.95%
10 Years (annualized)
+6.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SHPAX 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
S&P 500 Health Care Index(^SP500-35:SP)
This Mutual Fund (YTD)
+7.91%
Peer Avg (YTD)
+8.76%
vs Peers
-0.85%

SHPAX Mutual Fund Performance

SHPAX performance across multiple time periods: 1-month -2.41%, YTD 7.91%, 1-year 20.88%, 3-year 10.70%, 5-year 5.95%, 10-year 6.92%.

SHPAX returns trail the peer average of 8.76% YTD. With an expense ratio of 3.00%, investors should weigh costs against performance when evaluating this mutual fund.

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