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Health Care Services Portfolio: (MF: FSHCX)

(NASDAQ Mutual Funds) As of Mar 27, 2023 08:00 PM ET

$123.78 USD

+1.09 (0.89%)

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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Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2023

Total Return %* Percentile Rank Objective
YTD -5.47 83
3 months -8.55 90
6 months -5.42 99
1 Year -0.65 30
3 Year 14.54 1
5 Year 11.87 1
10 Year 14.62 6

* 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 Feb 28, 2023

1 Year 0.83
5 Year 13.71
10 Year 15.77
Since Inception 12.42

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2022 1.99 -7.41 3.23 3.42
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

Annual Return

20232022202120202019201820172016201520142013
% Total Return -5.470.8320.1518.5219.9010.4424.342.256.9423.6635.31
% Total Return Rel to Index -9.1519.03-8.530.12-11.5814.842.54-9.685.5510.012.92
% Total Return Rel to Peer -1.9810.2411.46-2.75-6.7710.322.2213.02-0.48-2.01-10.99
% Perf Quintile vs Peer* 3.001.001.004.005.001.002.001.003.004.005.00
% Dividends 0.000.300.290.930.280.100.090.130.010.000.00
% Yield 0.220.210.190.730.260.100.090.140.010.000.00
Capital Gains ($) 0.006.709.460.000.0011.2311.953.683.407.444.36
Expense Ratio 0.000.710.730.750.760.760.780.770.790.820.84

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