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HSGFX: HUSSMAN STRATEGIC GROWTH FUND HUSSMAN STRATEGIC GROWTH FUND (MUTUAL FUND)
Basic Info 6.8 0(0.0%) April 17
| Asset Class: | Long/Short Equity |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 11/21/2000 |
| Last Dividend Date: | 12/31/2024 |
| 12-Mo. Yield | 2.74% |
| Expenses | 1.21% |
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Performance Analytics (As of 04/17/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/21/2000 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.3 | 24.1 | 16.2 | 2.8 | 4.5 | -1.5 | -3.0 | -2.0 | 0.4 | -7.0 | -11.6 | 17.3 | -0.2 | 14.5 | -18.9 | 8.8 | -12.7 | -11.5 | -8.4 | -8.5 | -6.6 | -12.6 | 1.6 | -3.6 | 4.6 | -9.6 | 4.2 | 3.5 | 5.7 | 5.1 | 21.1 | 14.0 | 2.6 | 9.4 |
| Sharpe Ratio | NA | 6.71 | 0.77 | -0.14 | 0.17 | -0.3 | NA | NA | -0.1 | -1.32 | -1.89 | 1.3 | -0.02 | 1.02 | -2.28 | 0.68 | -2.76 | -1.5 | -0.86 | -1.25 | -1.31 | -1.82 | 0.18 | -0.52 | 0.46 | -0.56 | 0.19 | 0.09 | 1.21 | 0.84 | 2.24 | 1.56 | 0.02 | 7.56 |
| Draw Down(%) | NA | 2.5 | 10.6 | 22.4 | 22.4 | 40.8 | NA | NA | 60.6 | 12.0 | 13.4 | 10.0 | 13.1 | 7.0 | 19.7 | 9.8 | 13.2 | 17.8 | 13.9 | 11.7 | 6.9 | 13.4 | 6.2 | 9.0 | 6.1 | 21.9 | 2.9 | 1.5 | 2.0 | 7.0 | 3.8 | 6.6 | 11.7 | 2.9 |
| Standard Deviation(%) | NA | 15.7 | 12.8 | 10.9 | 11.2 | 10.5 | NA | NA | 9.7 | 10.3 | 8.5 | 12.3 | 11.9 | 13.9 | 8.9 | 11.0 | 4.9 | 7.8 | 9.8 | 6.8 | 5.1 | 7.0 | 9.0 | 7.2 | 9.8 | 18.8 | 6.0 | 2.9 | 2.9 | 5.0 | 9.1 | 8.3 | 13.9 | 17.8 |
| Treynor Ratio | NA | -2.54 | -0.19 | 0.04 | -0.04 | 0.08 | NA | NA | 0.06 | 0.21 | 0.33 | -0.4 | 0.0 | -0.61 | 0.38 | -0.15 | 0.32 | 0.25 | 0.15 | 0.17 | 0.2 | 0.26 | -0.05 | 0.13 | -2.11 | -0.37 | -0.05 | -0.05 | 0.73 | 0.15 | 0.65 | -237.88 | -0.01 | -3.36 |
| Alpha | NA | 0.23 | 0.04 | 0.01 | 0.03 | 0.01 | NA | NA | 0.0 | -0.01 | -0.03 | 0.03 | 0.07 | 0.08 | -0.03 | 0.02 | -0.02 | -0.03 | -0.03 | -0.01 | 0.01 | -0.02 | 0.01 | 0.0 | 0.02 | 0.01 | 0.01 | 0.0 | 0.01 | 0.01 | 0.04 | 0.05 | 0.0 | 0.31 |
| Beta | NA | -0.41 | -0.51 | -0.45 | -0.45 | -0.4 | NA | NA | -0.15 | -0.64 | -0.49 | -0.4 | -0.65 | -0.23 | -0.53 | -0.5 | -0.42 | -0.47 | -0.57 | -0.51 | -0.33 | -0.48 | -0.31 | -0.29 | -0.02 | 0.28 | -0.23 | -0.05 | 0.05 | 0.28 | 0.31 | 0.0 | -0.17 | -0.4 |
| RSquared | NA | 0.56 | 0.57 | 0.58 | 0.52 | 0.49 | NA | NA | 0.09 | 0.62 | 0.57 | 0.63 | 0.51 | 0.33 | 0.55 | 0.6 | 0.33 | 0.64 | 0.81 | 0.72 | 0.52 | 0.77 | 0.63 | 0.52 | 0.0 | 0.38 | 0.38 | 0.04 | 0.03 | 0.37 | 0.35 | 0.0 | 0.07 | 0.32 |
| Yield(%) | N/A | 0.0 | 2.7 | 2.1 | 1.6 | 0.8 | 0.6 | 1.6 | N/A | 2.7 | 2.6 | 1.3 | 0.4 | 0.2 | 1.5 | 1.3 | 0.4 | 0.2 | 0.5 | 0.7 | 1.0 | 1.2 | 0.5 | 0.2 | 0.1 | 12.2 | 4.6 | 3.7 | 3.6 | 4.8 | 0.1 | 7.8 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -12.2 | 219.5 | 68.5 | -82.3 | N/A | N/A | N/A | -12.2 | 144.2 | 196.2 | 160.0 | -89.9 | 22.5 | 156.4 | 57.0 | -56.6 | -33.7 | -37.2 | -27.1 | 145.2 | 123.5 | 64.9 | -99.1 | 162.4 | 22.9 | 5.8 | -24.6 | 8077.8 | -99.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/21/2000
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