SHSSX Mutual Fund

SHSSX Mutual Fund

NAV$69.68
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Returns Overview

1 Month
-0.73%
3 Months
+5.48%
6 Months
+15.54%
YTD
+10.15%
1 Year
+23.33%
3 Years (annualized)
+11.29%
5 Years (annualized)
+5.88%
10 Years (annualized)
+11.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SHSSX 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 3000 Health Care Index(^RUAHC)
This Mutual Fund (YTD)
+10.15%
Peer Avg (YTD)
+8.76%
vs Peers
+1.38%

SHSSX Mutual Fund Performance

SHSSX performance across multiple time periods: 1-month -0.73%, YTD 10.15%, 1-year 23.33%, 3-year 11.29%, 5-year 5.88%, 10-year 11.11%.

SHSSX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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