Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HSSIX (EMERALD BANKING AND FINANCE FUND INSTITUTIONAL CLASS) | 9.48% | 16.45% | 6.22% | 6.64% | 3.91% | NA | NA | 8.18% |
Data as of 07/25/2025, AR inception is 03/20/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HSSIX (EMERALD BANKING AND FINANCE FUND INSTITUTIONAL CLASS) | 03/20/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.25 | 16.45 | 6.22 | 6.64 | 3.91 | NA | NA | 8.18 | 9.48 | 16.82 | 16.01 | -55.72 | 35.60 | 12.33 | 21.51 | -19.54 | 12.99 | 28.49 | 15.03 | 7.47 | 44.12 | 9.80 |
| Sharpe Ratio | NA | 0.77 | 0.21 | 0.17 | 0.09 | NA | NA | 0.28 | 0.75 | 0.41 | 0.44 | -1.53 | 1.04 | 0.25 | 1.38 | -1.37 | 0.82 | 1.52 | 1.00 | 0.60 | 3.98 | 0.95 |
| Standard Deviation(%) | NA | 27.33 | 26.65 | 30.26 | 27.95 | NA | NA | 24.98 | 27.23 | 25.23 | 26.96 | 37.39 | 34.24 | 47.88 | 14.57 | 15.26 | 15.15 | 18.66 | 15.01 | 12.50 | 11.09 | 13.43 |
| Draw Down(%) | NA | 22.11 | 43.23 | 73.60 | 73.60 | NA | NA | 73.60 | 19.64 | 14.74 | 27.47 | 57.30 | 29.37 | 48.83 | 9.92 | 30.60 | 8.38 | 16.76 | 8.73 | 9.36 | 4.36 | 7.25 |
| Yield(%) | 0.00 | 0.00 | 0.69 | 3.75 | 4.43 | 5.60 | 4.20 | 6.46 | 0.00 | 2.22 | 0.00 | 0.00 | 10.94 | 0.00 | 0.47 | 16.68 | 3.06 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/25/2025, AR inception is 03/20/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSSIX (EMERALD BANKING AND FINANCE FUND INSTITUTIONAL CLASS) |
-22.01%
Apr 2021 - Apr 2024 |
-12.32%
May 2018 - May 2023 |
1.26%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSSIX (EMERALD BANKING AND FINANCE FUND INSTITUTIONAL CLASS) |
24.16%
Nov 2012 - Nov 2015 |
21.33%
Nov 2012 - Nov 2017 |
10.62%
Apr 2012 - Apr 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart