FSPHX Mutual Fund

FSPHX Mutual Fund

NAV$29.68
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Returns Overview

1 Month
-0.65%
3 Months
+14.14%
6 Months
-3.82%
YTD
+8.55%
1 Year
+29.88%
3 Years (annualized)
+9.40%
5 Years (annualized)
+3.78%
10 Years (annualized)
+9.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSPHX 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
MSCI US IMI/Health Care 25/50
This Mutual Fund (YTD)
+8.55%
Peer Avg (YTD)
+6.74%
vs Peers
+1.81%

FSPHX Mutual Fund Performance

FSPHX performance across multiple time periods: 1-month -0.65%, YTD 8.55%, 1-year 29.88%, 3-year 9.40%, 5-year 3.78%, 10-year 9.94%.

FSPHX returns outperform the peer average of 6.74% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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