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HSPGX: EMERALD GROWTH FUND CLASS A (MUTUAL FUND)
Basic Info 25.1 0.27(1.09%) July 14
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (30%) |
| Start Date: | 07/20/1993 |
| Last Dividend Date: | 12/18/2024 |
| 12-Mo. Yield | 1.58% |
| Expenses | 1.68% |
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Performance Analytics (As of 07/14/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/20/1993 |
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 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.9 | 7.3 | 7.3 | 6.5 | -0.9 | 3.2 | 9.0 | 7.0 | 8.7 | 6.3 | 11.3 | -30.3 | -13.5 | 27.5 | 28.3 | -12.2 | 27.7 | 10.5 | 0.9 | 7.3 | 49.9 | 17.4 | -1.5 | 28.1 | 33.0 | -36.9 | 1.9 | 12.6 | 8.6 | 4.1 | 50.8 | -27.8 | 2.9 | -21.7 | 96.6 | -12.4 | 24.2 | 16.7 | 40.0 | 0.2 | 14.8 |
| Sharpe Ratio | NA | 0.29 | 0.1 | 0.14 | -0.11 | 0.06 | NA | NA | 0.29 | -0.01 | 0.35 | -0.98 | -0.46 | 0.66 | 1.47 | -0.61 | 2.0 | 0.49 | 0.05 | 0.33 | 3.12 | 0.89 | -0.04 | 1.09 | 1.08 | -0.92 | -0.06 | 0.49 | 0.42 | 0.17 | 2.63 | -1.26 | 0.03 | -0.72 | 4.1 | -0.81 | 1.51 | 0.95 | 3.28 | -0.29 | 4.39 |
| Draw Down(%) | NA | 28.6 | 34.5 | 34.5 | 53.0 | 53.0 | NA | NA | 60.2 | 14.3 | 19.8 | 36.0 | 29.5 | 41.5 | 13.0 | 30.6 | 6.4 | 19.8 | 16.7 | 20.2 | 5.9 | 15.9 | 30.9 | 17.9 | 25.2 | 48.7 | 15.4 | 18.1 | 12.0 | 24.6 | 12.9 | 34.6 | 22.8 | 45.0 | 10.2 | 39.1 | 11.4 | 21.5 | 8.5 | 10.5 | 2.8 |
| Standard Deviation(%) | NA | 31.9 | 30.0 | 25.6 | 27.3 | 26.1 | NA | NA | 23.8 | 24.4 | 20.6 | 32.3 | 29.6 | 41.0 | 18.3 | 22.1 | 13.6 | 20.9 | 19.2 | 22.5 | 16.0 | 19.7 | 33.7 | 25.7 | 30.6 | 40.9 | 19.3 | 19.1 | 15.4 | 18.9 | 19.1 | 22.9 | 22.6 | 35.7 | 22.8 | 19.4 | 13.7 | 13.7 | 11.0 | 9.8 | 7.6 |
| Treynor Ratio | NA | 0.08 | 0.03 | 0.03 | -0.03 | 0.01 | NA | NA | 0.07 | 0.0 | 0.07 | -0.34 | -0.12 | 0.27 | 0.25 | -0.12 | 0.22 | 0.09 | 0.01 | 0.06 | 0.47 | 0.16 | -0.01 | 0.26 | 0.36 | -0.4 | -0.01 | 0.09 | 0.06 | 0.03 | 0.53 | -0.33 | 0.01 | -0.29 | 0.96 | -0.21 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.05 | -0.01 | -0.02 | -0.03 | -0.02 | NA | NA | 0.01 | -0.04 | -0.03 | -0.02 | -0.07 | -0.02 | -0.02 | -0.02 | 0.0 | 0.0 | 0.02 | 0.01 | 0.03 | -0.01 | 0.0 | -0.01 | -0.02 | 0.0 | -0.03 | 0.0 | 0.0 | -0.04 | 0.03 | -0.07 | 0.01 | -0.08 | 0.2 | -0.05 | NA | NA | NA | NA | NA |
| Beta | NA | 1.09 | 1.15 | 1.03 | 1.02 | 1.04 | NA | NA | 0.98 | 1.18 | 0.98 | 0.93 | 1.09 | 0.99 | 1.09 | 1.12 | 1.26 | 1.15 | 1.15 | 1.27 | 1.05 | 1.1 | 1.03 | 1.06 | 0.92 | 0.93 | 1.03 | 1.09 | 1.0 | 0.99 | 0.94 | 0.88 | 0.83 | 0.9 | 0.97 | 0.74 | NA | NA | NA | NA | NA |
| RSquared | NA | 0.94 | 0.92 | 0.86 | 0.81 | 0.85 | NA | NA | 0.84 | 0.83 | 0.86 | 0.89 | 0.64 | 0.86 | 0.89 | 0.95 | 0.91 | 0.92 | 0.91 | 0.78 | 0.9 | 0.93 | 0.98 | 0.97 | 0.97 | 0.98 | 0.95 | 0.92 | 0.92 | 0.93 | 0.92 | 0.91 | 0.86 | 0.81 | 0.43 | 0.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 1.5 | 1.0 | 0.5 | 1.8 | 5.4 | 4.7 | N/A | 2.8 | 0.0 | 0.0 | 0.0 | 0.0 | 1.8 | 9.3 | 0.0 | 0.0 | 2.5 | 7.1 | 11.3 | 13.7 | 0.0 | 0.4 | 0.0 | 0.3 | 10.7 | 10.1 | 5.5 | 2.4 | 0.0 | 0.0 | 0.3 | 20.5 | 10.0 | 1.1 | 2.0 | 3.9 | 0.0 | 0.0 | 0.3 |
| Dividend Growth(%) | N/A | -100.0 | 47.5 | 65.2 | -81.0 | -53.3 | -16.6 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -84.6 | N/A | N/A | -100.0 | -65.1 | -16.6 | -13.2 | N/A | -100.0 | N/A | -100.0 | -97.4 | 6.3 | 93.2 | 133.0 | N/A | N/A | -100.0 | -99.2 | 293.4 | 658.6 | -65.0 | -43.3 | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/20/1993
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