SHSAX Mutual Fund

SHSAX Mutual Fund

NAV$62.99
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Returns Overview

1 Month
+7.20%
3 Months
+9.48%
6 Months
+4.42%
YTD
+4.29%
1 Year
+22.50%
3 Years (annualized)
+8.56%
5 Years (annualized)
+4.97%
10 Years (annualized)
+10.37%

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)
+4.29%
Peer Avg (YTD)
+7.57%
vs Peers
-3.28%

SHSAX Mutual Fund Performance

SHSAX performance across multiple time periods: 1-month 7.20%, YTD 4.29%, 1-year 22.50%, 3-year 8.56%, 5-year 4.97%, 10-year 10.37%.

SHSAX returns trail the peer average of 7.57% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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