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Nasdaq - Delayed Quote USD

Emerald Growth C (HSPCX)

14.10
+0.40
+(2.92%)
At close: 8:01:06 PM EDT

Fund Summary

Under normal conditions, the fund typically invests in equity securities of U.S. and foreign companies, including common stocks, preferred stocks, and securities convertible into common or preferred stocks. It can invest in companies from a wide range of industries and of various sizes. This includes smaller companies, which are defined by the Adviser as those having a market capitalization equal to or less than that of the largest companies in the Russell 2000 Index.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 48.48%
Worst 1Y Total Return --
Number of Years Up 19
Number of Years Down 5

Performance & Risk

YTD Return -13.30%
5y Average Return 8.00%
Rank in Category (ytd) 79
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.21
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
HSPCXCategory AverageHSPCXCategory AverageHSPCXCategory Average
Alpha -7.78 -0.02 -7.71 0.01 -6.34 -0.02
BETA 1.21 0.01 1.16 0.01 1.16 0.01
Mean Annual Return 0.3 0.02 1.11 0.02 0.71 0.01
R-squared 78.45 0.78 72.36 0.73 70.76 0.73
Standard Deviation 23.5 0.26 23.02 0.21 21.26 0.19
Sharpe Ratio -0.04 0.01 0.46 0.01 0.31 0.01
Treynor Ratio -3.08 0.15 7.37 0.17 3.81 0.11

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