SHISX Mutual Fund

NAV$64.78

Returns Overview

1 Month
+2.69%
3 Months
-4.90%
6 Months
-4.57%
YTD
-2.74%
1 Year
+16.76%
3 Years
+7.49%
5 Years
+4.03%
10 Years
+9.59%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SHISX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 3000 Health Care Index(^RUAHC)
This Mutual Fund (YTD)
-2.74%
Peer Avg (YTD)
+1.69%
vs Peers
-4.43%

SHISX Mutual Fund Performance

SHISX performance across multiple time periods: 1-month 2.69%, YTD -2.74%, 1-year 16.76%, 3-year 7.49%, 5-year 4.03%, 10-year 9.59%.

SHISX returns trail the peer average of 1.69% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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