SHSSX Mutual Fund

SHSSX Mutual Fund

NAV$76.95
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Returns Overview

1 Month
+7.08%
3 Months
+12.48%
6 Months
+24.41%
YTD
+17.95%
1 Year
+26.21%
3 Years (annualized)
+16.10%
5 Years (annualized)
+7.48%
10 Years (annualized)
+12.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SHSSX 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)
+17.95%
Peer Avg (YTD)
+12.41%
vs Peers
+5.54%

SHSSX Mutual Fund Performance

SHSSX performance across multiple time periods: 1-month 7.08%, YTD 17.95%, 1-year 26.21%, 3-year 16.10%, 5-year 7.48%, 10-year 12.57%.

SHSSX returns outperform the peer average of 12.41% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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