SHSAX Mutual Fund

SHSAX Mutual Fund

NAV$63.19
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Returns Overview

1 Month
+5.79%
3 Months
+13.85%
6 Months
+8.30%
YTD
+10.76%
1 Year
+26.14%
3 Years (annualized)
+11.01%
5 Years (annualized)
+5.61%
10 Years (annualized)
+10.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SHSAX 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 3000 Health Care Index(^RUAHC)
This Mutual Fund (YTD)
+10.76%
Peer Avg (YTD)
+9.65%
vs Peers
+1.11%

SHSAX Mutual Fund Performance

SHSAX performance across multiple time periods: 1-month 5.79%, YTD 10.76%, 1-year 26.14%, 3-year 11.01%, 5-year 5.61%, 10-year 10.82%.

SHSAX returns outperform the peer average of 9.65% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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