SHPSX Mutual Fund

SHPSX Mutual Fund

NAV$29.44
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Returns Overview

1 Month
+3.36%
3 Months
-4.42%
6 Months
-11.17%
YTD
-14.68%
1 Year
-24.60%
3 Years (annualized)
-11.69%
5 Years (annualized)
-7.67%
10 Years (annualized)
-13.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SHPSX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
-14.68%
Peer Avg (YTD)
-0.65%
vs Peers
-14.03%

SHPSX Mutual Fund Performance

SHPSX performance across multiple time periods: 1-month 3.36%, YTD -14.68%, 1-year -24.60%, 3-year -11.69%, 5-year -7.67%, 10-year -13.37%.

SHPSX returns trail the peer average of -0.65% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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