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Health Care Services Portfolio: (MF: FSHCX)

(NASDAQ Mutual Funds) As of Jan 21, 2022 08:00 PM ET

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$124.23 USD

-1.82 (-1.44%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Dec 31, 2021

Total Return %* Percentile Rank Objective
YTD 20.15 12
3 months 14.61 1
6 months 6.38 24
1 Year 20.15 12
3 Year 19.52 51
5 Year 18.59 12
10 Year 16.84 42

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 116.65
Bear Market (10/07 - 2/09) -49.42
Bull Market (2/09 - 9/19) 926.16

Load Adjusted Returns as of Dec 31, 2021

1 Year 20.15
5 Year 18.58
10 Year 16.84
Since Inception 12.77

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2021 6.50 6.03 -7.18 14.61
2020 -13.30 15.89 3.50 13.96
2019 -0.95 1.99 -5.97 26.24
2018 -1.58 10.56 16.02 -12.52
2017 7.45 9.57 -1.16 6.85

Annual Return

2021202020192018201720162015201420132012
% Total Return 20.1518.5219.9010.4424.342.256.9423.6635.3110.54
% Total Return Rel to Index -8.530.12-11.5814.842.54-9.685.5510.012.92-5.44
% Total Return Rel to Peer 11.46-2.75-6.7710.322.2213.02-0.48-2.01-10.99-8.68
% Perf Quintile vs Peer* 2.004.005.001.002.001.003.004.005.005.00
% Dividends 0.290.930.280.100.090.130.010.000.000.03
% Yield 0.190.730.260.100.090.140.010.000.000.04
Capital Gains ($) 9.460.000.0011.2311.953.683.407.444.363.16
Expense Ratio 0.710.750.760.760.780.770.790.820.840.86

* 1 = Top 20%, 5 = Bottom 20%