SHISX Mutual Fund

SHISX Mutual Fund

NAV$65.59
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Returns Overview

1 Month
+0.39%
3 Months
+10.51%
6 Months
-5.32%
YTD
+4.80%
1 Year
+25.00%
3 Years (annualized)
+8.72%
5 Years (annualized)
+4.59%
10 Years (annualized)
+9.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SHISX 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)
+4.80%
Peer Avg (YTD)
+6.74%
vs Peers
-1.94%

SHISX Mutual Fund Performance

SHISX performance across multiple time periods: 1-month 0.39%, YTD 4.80%, 1-year 25.00%, 3-year 8.72%, 5-year 4.59%, 10-year 9.83%.

SHISX returns trail the peer average of 6.74% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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