SHPCX Mutual Fund

SHPCX Mutual Fund

NAV$15.65
See how much of SHPCX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.47%
3 Months
+8.90%
6 Months
+5.44%
YTD
+6.64%
1 Year
+27.57%
3 Years (annualized)
+8.61%
5 Years (annualized)
+4.98%
10 Years (annualized)
+4.34%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+6.64%
Peer Avg (YTD)
+6.74%
vs Peers
-0.10%

SHPCX Mutual Fund Performance

SHPCX performance across multiple time periods: 1-month 2.47%, YTD 6.64%, 1-year 27.57%, 3-year 8.61%, 5-year 4.98%, 10-year 4.34%.

SHPCX returns trail the peer average of 6.74% 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.