SHPSX Mutual Fund

NAV$29.13

Returns Overview

1 Month
-3.56%
3 Months
-17.51%
6 Months
-18.31%
YTD
-17.45%
1 Year
-28.11%
3 Years (annualized)
-58.18%
5 Years (annualized)
-40.02%
10 Years (annualized)
-30.82%

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

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
-17.45%
Peer Avg (YTD)
+12.13%
vs Peers
-29.59%

SHPSX Mutual Fund Performance

SHPSX performance across multiple time periods: 1-month -3.56%, YTD -17.45%, 1-year -28.11%, 3-year -58.18%, 5-year -40.02%, 10-year -30.82%.

SHPSX returns trail the peer average of 12.13% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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