Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HSSAX (EMERALD BANKING AND FINANCE FUND CLASS A) | -7.20% | 3.60% | 16.65% | -8.19% | 2.96% | 6.97% | 3.07% | … | … |
Data as of 06/03/2026, Common starting date is 10/06/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HSSAX (EMERALD BANKING AND FINANCE FUND CLASS A) | 10/06/1997 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.61 | 3.60 | 16.65 | -8.19 | 2.96 | 6.97 | 3.07 | … | … | -7.20 | 12.11 | 16.47 | 15.58 | -55.87 | 34.98 | 11.94 | 20.55 | -19.86 | 12.63 | 28.10 | 14.68 | 7.14 | 43.64 | 20.91 | -4.59 | 16.94 | -11.20 | -21.41 | -21.00 | 9.93 | 2.81 | 20.74 | 44.59 | 14.78 | 15.55 | 15.10 | 16.74 | -20.62 | -11.70 |
| Sharpe Ratio | NA | 0.27 | 0.64 | -0.33 | 0.06 | NA | NA | … | … | -0.33 | 0.36 | 0.51 | 0.45 | -1.53 | 1.02 | 0.24 | 1.31 | -1.40 | 0.79 | 1.49 | 0.97 | 0.57 | 3.93 | 1.50 | -0.17 | 0.79 | -0.32 | -0.54 | -1.27 | 0.50 | 0.04 | 1.80 | 4.11 | 1.04 | 1.02 | 0.71 | 0.70 | -1.29 | -1.66 |
| Standard Deviation(%) | NA | 24.16 | 25.66 | 29.32 | 28.36 | NA | NA | … | … | 25.52 | 25.75 | 25.25 | 26.93 | 37.43 | 34.27 | 47.89 | 14.54 | 15.23 | 15.16 | 18.69 | 15.03 | 12.52 | 11.11 | 14.07 | 27.34 | 21.27 | 35.81 | 41.51 | 19.09 | 13.16 | 12.65 | 10.97 | 10.67 | 13.16 | 13.05 | 15.35 | 19.16 | 18.64 | 26.78 |
| Draw Down(%) | NA | 19.61 | 22.17 | 73.76 | 73.76 | NA | NA | … | … | 18.88 | 19.67 | 14.92 | 27.53 | 57.43 | 29.48 | 48.84 | 10.01 | 30.72 | 8.42 | 16.82 | 8.73 | 9.39 | 4.38 | 7.31 | 24.46 | 18.66 | 36.59 | 33.38 | 23.78 | 6.62 | 10.32 | 8.48 | 3.39 | 13.51 | 14.67 | 12.47 | 16.47 | 41.03 | 16.50 |
| Yield(%) | 0.00 | 0.00 | 0.98 | 1.91 | 4.39 | 6.00 | 3.31 | … | … | 0.00 | 0.00 | 2.25 | 0.00 | 0.00 | 11.04 | 0.00 | 0.00 | 17.01 | 3.11 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.27 | 0.22 | 0.11 | 11.47 | 5.52 | 6.53 | 4.02 | 1.09 | 2.38 | 1.87 | 1.44 | 0.36 | 0.00 | 2.86 |
Data as of 06/03/2026, Common starting date is 10/06/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSSAX (EMERALD BANKING AND FINANCE FUND CLASS A) |
-22.32%
Apr 2021 – Apr 2024 |
-12.73%
May 2018 – May 2023 |
0.86%
Oct 2013 – Oct 2023 |
1.93%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSSAX (EMERALD BANKING AND FINANCE FUND CLASS A) |
27.39%
Nov 2001 – Nov 2004 |
22.89%
Jul 2000 – Jul 2005 |
18.68%
Oct 2011 – Oct 2021 |
9.77%
Jun 2000 – Jun 2015 |
Annualized Rolling Returns Comparison Chart