FSPHX Mutual Fund

FSPHX Mutual Fund

NAV$31.22
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Returns Overview

1 Month
+3.55%
3 Months
+12.98%
6 Months
+28.95%
YTD
+23.11%
1 Year
+28.87%
3 Years (annualized)
+18.90%
5 Years (annualized)
+5.68%
10 Years (annualized)
-10.57%

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)
+23.11%
Peer Avg (YTD)
+12.41%
vs Peers
+10.71%

FSPHX Mutual Fund Performance

FSPHX performance across multiple time periods: 1-month 3.55%, YTD 23.11%, 1-year 28.87%, 3-year 18.90%, 5-year 5.68%, 10-year -10.57%.

FSPHX returns outperform the peer average of 12.41% 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.