SHPAX Mutual Fund

SHPAX Mutual Fund

NAV$23.62
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Returns Overview

1 Month
+2.56%
3 Months
+9.11%
6 Months
+5.83%
YTD
+7.07%
1 Year
+28.44%
3 Years (annualized)
+9.27%
5 Years (annualized)
+5.62%
10 Years (annualized)
+5.81%

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
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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
S&P 500 Health Care Index(^SP500-35:SP)
This Mutual Fund (YTD)
+7.07%
Peer Avg (YTD)
+6.74%
vs Peers
+0.33%

SHPAX Mutual Fund Performance

SHPAX performance across multiple time periods: 1-month 2.56%, YTD 7.07%, 1-year 28.44%, 3-year 9.27%, 5-year 5.62%, 10-year 5.81%.

SHPAX returns outperform the peer average of 6.74% YTD. With an expense ratio of 3.00%, investors should weigh costs against performance when evaluating this mutual fund.

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