SHSCX Mutual Fund

NAV$46.47

Returns Overview

1 Month
+7.12%
3 Months
+9.26%
6 Months
+4.02%
YTD
+3.89%
1 Year
+21.52%
3 Years (annualized)
+7.73%
5 Years (annualized)
+4.17%
10 Years (annualized)
+9.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SHSCX 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 3000 Health Care Index(^RUAHC)
This Mutual Fund (YTD)
+3.89%
Peer Avg (YTD)
+7.57%
vs Peers
-3.68%

SHSCX Mutual Fund Performance

SHSCX performance across multiple time periods: 1-month 7.12%, YTD 3.89%, 1-year 21.52%, 3-year 7.73%, 5-year 4.17%, 10-year 9.54%.

SHSCX returns trail the peer average of 7.57% YTD. With an expense ratio of 1.85%, investors should weigh costs against performance when evaluating this mutual fund.

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