SHPAX Mutual Fund

NAV$23.33
See inside every fund you own
$99/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+5.84%
3 Months
+4.16%
6 Months
+4.84%
YTD
+4.40%
1 Year
+20.04%
3 Years (annualized)
+6.61%
5 Years (annualized)
+4.48%
10 Years (annualized)
+5.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SHPAX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Health Care Index(^SP500-35:SP)
This Mutual Fund (YTD)
+4.40%
Peer Avg (YTD)
+7.57%
vs Peers
-3.17%

SHPAX Mutual Fund Performance

SHPAX performance across multiple time periods: 1-month 5.84%, YTD 4.40%, 1-year 20.04%, 3-year 6.61%, 5-year 4.48%, 10-year 5.34%.

SHPAX returns trail the peer average of 7.57% YTD. With an expense ratio of 3.00%, investors should weigh costs against performance when evaluating this mutual fund.

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