Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SHPCX (HEALTH & BIOTCHNOLOGY PORTFOLIO HEALTH & BIOTECHNOLOGY PORFOLIO CLASS C) | -0.07% | 15.77% | 6.84% | 4.67% | 4.76% | 7.61% | 7.45% | … | … |
Data as of 06/04/2026, Common starting date is 08/09/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHPCX (HEALTH & BIOTCHNOLOGY PORTFOLIO HEALTH & BIOTECHNOLOGY PORFOLIO CLASS C) | 08/09/2004 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.29 | 15.77 | 6.84 | 4.67 | 4.76 | 7.61 | 7.45 | … | … | -0.07 | 11.96 | -2.17 | -8.44 | -6.93 | 10.02 | -13.56 | 15.44 | -5.81 | 11.04 | -2.57 | 6.35 | 17.14 | 35.36 | 11.94 | 9.54 | 8.13 | 35.71 | -21.77 | 5.35 | -6.24 | 9.41 | 9.91 |
| Sharpe Ratio | NA | 0.80 | 0.31 | 0.13 | 0.19 | NA | NA | … | … | -0.38 | 0.53 | -0.78 | -0.90 | -0.40 | 0.76 | -0.39 | 1.07 | -0.43 | 1.09 | -0.19 | 0.40 | 0.97 | 3.28 | 1.07 | 0.44 | 0.54 | 1.72 | -0.73 | 0.19 | -0.87 | 0.82 | 2.59 |
| Standard Deviation(%) | NA | 14.17 | 13.41 | 14.32 | 16.31 | NA | NA | … | … | 14.46 | 17.60 | 11.21 | 14.14 | 21.00 | 13.11 | 35.35 | 13.12 | 16.68 | 9.58 | 14.82 | 15.64 | 17.61 | 10.78 | 11.21 | 21.61 | 15.03 | 20.68 | 30.90 | 12.31 | 10.96 | 8.83 | 9.78 |
| Draw Down(%) | NA | 8.58 | 16.64 | 16.64 | 28.13 | NA | NA | … | … | 8.58 | 11.32 | 14.45 | 11.63 | 16.05 | 9.88 | 28.13 | 13.11 | 19.02 | 8.03 | 13.44 | 13.63 | 9.59 | 4.88 | 8.48 | 18.33 | 11.26 | 19.68 | 36.11 | 7.54 | 15.74 | 5.00 | 4.72 |
| Yield(%) | 0.00 | 6.12 | 5.14 | 5.55 | 7.35 | 9.66 | 10.13 | … | … | 0.00 | 6.16 | 1.93 | 7.28 | 8.43 | 5.74 | 16.18 | 6.24 | 20.49 | 19.48 | 12.59 | 11.49 | 8.93 | 8.03 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 08/09/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHPCX (HEALTH & BIOTCHNOLOGY PORTFOLIO HEALTH & BIOTECHNOLOGY PORFOLIO CLASS C) |
-11.47%
Feb 2006 – Feb 2009 |
-0.19%
Aug 2005 – Aug 2010 |
2.76%
Jul 2015 – Jul 2025 |
6.64%
Oct 2005 – Oct 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHPCX (HEALTH & BIOTCHNOLOGY PORTFOLIO HEALTH & BIOTECHNOLOGY PORFOLIO CLASS C) |
23.68%
Feb 2009 – Feb 2012 |
23.54%
Feb 2009 – Feb 2014 |
14.05%
Nov 2008 – Nov 2018 |
11.24%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart