Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HSSCX (EMERALD BANKING AND FINANCE FUND CLASS C) | -7.52% | 2.91% | 15.89% | -8.90% | 2.23% | 6.23% | 1.29% | … | … |
Data as of 06/03/2026, Common starting date is 08/16/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HSSCX (EMERALD BANKING AND FINANCE FUND CLASS C) | 08/16/2000 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.59 | 2.91 | 15.89 | -8.90 | 2.23 | 6.23 | 1.29 | … | … | -7.52 | 14.56 | 15.70 | 14.81 | -56.15 | 33.29 | 11.21 | 19.76 | -20.41 | 11.89 | 27.29 | 13.95 | 6.43 | 42.75 | 20.13 | -5.13 | 16.05 | -12.05 | -21.94 | -32.88 | 3.67 | -4.50 | 15.28 | 42.40 | 11.66 | 13.53 | 13.79 |
| Sharpe Ratio | NA | 0.24 | 0.61 | -0.35 | 0.04 | NA | NA | … | … | -0.37 | 0.46 | 0.36 | 0.39 | -1.54 | 0.97 | 0.23 | 1.26 | -1.43 | 0.75 | 1.45 | 0.93 | 0.51 | 3.85 | 1.44 | -0.19 | 0.75 | -0.34 | -0.55 | -1.43 | 0.03 | -0.48 | 1.20 | 3.90 | 0.80 | 0.88 | 2.61 |
| Standard Deviation(%) | NA | 24.13 | 25.66 | 29.33 | 28.35 | NA | NA | … | … | 25.49 | 25.84 | 25.24 | 26.95 | 37.38 | 34.34 | 47.88 | 14.54 | 15.27 | 15.15 | 18.66 | 15.03 | 12.51 | 11.09 | 14.10 | 27.28 | 21.30 | 35.81 | 41.48 | 25.15 | 14.07 | 13.87 | 11.98 | 10.71 | 13.23 | 12.99 | 14.24 |
| Draw Down(%) | NA | 19.85 | 22.33 | 74.19 | 74.19 | NA | NA | … | … | 18.96 | 19.77 | 15.08 | 27.68 | 57.71 | 29.96 | 48.86 | 10.07 | 30.99 | 8.47 | 16.86 | 8.75 | 9.49 | 4.44 | 7.39 | 24.64 | 19.01 | 36.71 | 33.45 | 35.16 | 7.07 | 10.91 | 8.60 | 3.42 | 13.60 | 14.66 | 6.38 |
| Yield(%) | 0.00 | 0.00 | 1.14 | 2.17 | 4.79 | 6.34 | 2.48 | … | … | 0.00 | 0.00 | 2.63 | 0.00 | 0.00 | 12.51 | 0.00 | 0.00 | 19.12 | 3.46 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.42 |
Data as of 06/03/2026, Common starting date is 08/16/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSSCX (EMERALD BANKING AND FINANCE FUND CLASS C) |
-27.17%
Feb 2006 – Feb 2009 |
-15.82%
Feb 2004 – Feb 2009 |
-2.00%
Sep 2001 – Sep 2011 |
-0.60%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSSCX (EMERALD BANKING AND FINANCE FUND CLASS C) |
25.41%
Sep 2011 – Sep 2014 |
21.49%
Dec 2011 – Dec 2016 |
17.92%
Oct 2011 – Oct 2021 |
8.11%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart