SHPSX Mutual Fund

SHPSX Mutual Fund

NAV$31.51
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Returns Overview

1 Month
+5.84%
3 Months
+8.56%
6 Months
-10.45%
YTD
-10.39%
1 Year
-12.90%
3 Years (annualized)
+8.93%
5 Years (annualized)
+46.96%
10 Years (annualized)
+9.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SHPSX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
-10.39%
Peer Avg (YTD)
+7.58%
vs Peers
-17.96%

SHPSX Mutual Fund Performance

SHPSX performance across multiple time periods: 1-month 5.84%, YTD -10.39%, 1-year -12.90%, 3-year 8.93%, 5-year 46.96%, 10-year 9.21%.

SHPSX returns trail the peer average of 7.58% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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