FSPHX Mutual Fund

NAV$28.48

Returns Overview

1 Month
+11.36%
3 Months
+3.24%
6 Months
-3.12%
YTD
-2.74%
1 Year
+14.92%
3 Years (annualized)
+6.25%
5 Years (annualized)
+3.57%
10 Years (annualized)
+10.21%

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
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 25/50
This Mutual Fund (YTD)
-2.74%
Peer Avg (YTD)
+7.57%
vs Peers
-10.32%

FSPHX Mutual Fund Performance

FSPHX performance across multiple time periods: 1-month 11.36%, YTD -2.74%, 1-year 14.92%, 3-year 6.25%, 5-year 3.57%, 10-year 10.21%.

FSPHX returns trail the peer average of 7.57% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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