FSHCX Mutual Fund

NAV$115.47

Returns Overview

1 Month
+12.10%
3 Months
+30.17%
6 Months
+15.68%
YTD
+14.77%
1 Year
+17.68%
3 Years (annualized)
+2.79%
5 Years (annualized)
+2.52%
10 Years (annualized)
+9.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSHCX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI US IMI Health Care Providers & Services 25-50 Index
This Mutual Fund (YTD)
+14.77%
Peer Avg (YTD)
+7.57%
vs Peers
+7.20%

FSHCX Mutual Fund Performance

FSHCX performance across multiple time periods: 1-month 12.10%, YTD 14.77%, 1-year 17.68%, 3-year 2.79%, 5-year 2.52%, 10-year 9.49%.

FSHCX returns outperform the peer average of 7.57% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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