SHSSX Mutual Fund

NAV$69.21
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Returns Overview

1 Month
+7.23%
3 Months
+9.54%
6 Months
+4.54%
YTD
+4.43%
1 Year
+22.81%
3 Years (annualized)
+8.84%
5 Years (annualized)
+5.23%
10 Years (annualized)
+10.66%

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
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📉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

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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)
+4.43%
Peer Avg (YTD)
+7.57%
vs Peers
-3.15%

SHSSX Mutual Fund Performance

SHSSX performance across multiple time periods: 1-month 7.23%, YTD 4.43%, 1-year 22.81%, 3-year 8.84%, 5-year 5.23%, 10-year 10.66%.

SHSSX returns trail the peer average of 7.57% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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