SHPCX Mutual Fund

SHPCX Mutual Fund

NAV$16.74
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Returns Overview

1 Month
+8.11%
3 Months
+8.91%
6 Months
+18.60%
YTD
+16.14%
1 Year
+24.45%
3 Years (annualized)
+14.03%
5 Years (annualized)
+6.79%
10 Years (annualized)
+7.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SHPCX 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)
+16.14%
Peer Avg (YTD)
+12.41%
vs Peers
+3.74%

SHPCX Mutual Fund Performance

SHPCX performance across multiple time periods: 1-month 8.11%, YTD 16.14%, 1-year 24.45%, 3-year 14.03%, 5-year 6.79%, 10-year 7.92%.

SHPCX returns outperform the peer average of 12.41% YTD. With an expense ratio of 3.60%, investors should weigh costs against performance when evaluating this mutual fund.

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