SHPCX Mutual Fund

SHPCX Mutual Fund

NAV$15.08
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Returns Overview

1 Month
-2.40%
3 Months
+3.23%
6 Months
+7.35%
YTD
+7.43%
1 Year
+20.16%
3 Years (annualized)
+10.03%
5 Years (annualized)
+5.30%
10 Years (annualized)
+6.40%

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
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)
+7.43%
Peer Avg (YTD)
+8.76%
vs Peers
-1.34%

SHPCX Mutual Fund Performance

SHPCX performance across multiple time periods: 1-month -2.40%, YTD 7.43%, 1-year 20.16%, 3-year 10.03%, 5-year 5.30%, 10-year 6.40%.

SHPCX returns trail the peer average of 8.76% YTD. With an expense ratio of 3.60%, investors should weigh costs against performance when evaluating this mutual fund.

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