Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HSCSX (SMALL-COMPANY STOCK FUND SMALL-COMPANY STOCK FUND) | -4.44% | -2.90% | 3.48% | 1.28% | 1.61% | 6.10% | 6.00% | 7.29% |
Data as of 07/25/2025, AR inception is 12/30/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HSCSX (SMALL-COMPANY STOCK FUND SMALL-COMPANY STOCK FUND) | 12/30/1998 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.74 | -2.90 | 3.48 | 1.28 | 1.61 | 6.10 | 6.00 | 7.29 | -4.44 | 3.13 | 12.70 | -21.00 | 1.80 | 8.04 | 22.42 | -26.44 | 12.03 | 18.82 | -5.23 | 7.97 | 36.58 | 19.62 | 0.58 | 33.94 | 45.10 | -34.33 | 1.36 | 16.69 | 9.52 | 13.24 | 32.41 | -0.57 | 11.17 | 15.35 | -6.10 | 2.51 |
| Sharpe Ratio | NA | -0.24 | 0.01 | -0.02 | 0.00 | NA | NA | 0.26 | -0.39 | -0.17 | 0.43 | -0.85 | 0.07 | 0.19 | 1.26 | -1.58 | 0.86 | 1.02 | -0.32 | 0.56 | 2.75 | 1.33 | 0.02 | 1.50 | 1.26 | -0.88 | -0.10 | 0.98 | 0.59 | 0.96 | 2.04 | -0.08 | 0.50 | 0.69 | -0.68 | NA |
| Standard Deviation(%) | NA | 25.10 | 22.59 | 23.64 | 23.32 | NA | NA | 21.78 | 27.49 | 20.39 | 19.69 | 26.44 | 25.29 | 40.48 | 16.66 | 17.59 | 13.38 | 18.25 | 16.21 | 14.18 | 13.31 | 14.83 | 28.08 | 22.55 | 35.66 | 39.72 | 17.12 | 13.76 | 12.42 | 12.85 | 15.55 | 22.00 | 18.06 | 16.27 | 13.64 | 0.00 |
| Draw Down(%) | NA | 29.42 | 29.42 | 38.32 | 44.14 | NA | NA | 55.78 | 27.50 | 12.47 | 16.81 | 26.17 | 21.49 | 37.96 | 10.99 | 32.70 | 8.06 | 12.78 | 14.00 | 11.08 | 6.62 | 9.75 | 27.43 | 15.88 | 30.03 | 49.62 | 13.26 | 13.42 | 7.82 | 8.15 | 14.05 | 29.57 | 19.31 | 14.20 | 20.33 | 0.00 |
| Yield(%) | 0.00 | 4.75 | 2.02 | 1.29 | 4.80 | 6.79 | 6.61 | 9.78 | 0.00 | 5.64 | 0.10 | 0.00 | 0.60 | 0.00 | 19.09 | 16.32 | 4.73 | 2.89 | 4.61 | 1.43 | 0.55 | 1.21 | 0.14 | 0.19 | 0.79 | 0.64 | 6.12 | 4.51 | 1.19 | 0.28 | 0.00 | 0.00 | 0.24 | 0.93 | 0.00 | 0.55 |
Data as of 07/25/2025, AR inception is 12/30/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSCSX (SMALL-COMPANY STOCK FUND SMALL-COMPANY STOCK FUND) |
-16.76%
Feb 2006 - Feb 2009 |
-5.08%
Sep 2017 - Sep 2022 |
0.19%
Mar 2015 - Mar 2025 |
4.92%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSCSX (SMALL-COMPANY STOCK FUND SMALL-COMPANY STOCK FUND) |
38.13%
Feb 2009 - Feb 2012 |
31.47%
Feb 2009 - Feb 2014 |
16.36%
Feb 2009 - Feb 2019 |
13.14%
Feb 2000 - Feb 2015 |
Annualized Rolling Returns Comparison Chart