Emerald Growth Fund (HSPGX)

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The chart shows the growth of an initial investment of $10,000 in Emerald Growth Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Emerald Growth Fund (HSPGX) has returned -5.91% so far this year and 41.44% over the past 12 months. Looking at the last ten years, HSPGX has achieved an annualized return of 13.12%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since Sep 30, 1992, HSPGX's average daily return is +0.05%, while the average monthly return is +1.05%. At this rate, your investment would double in approximately 5.5 years.

Historically, 62% of months were positive and 38% were negative. The best month was Dec 1999 with a return of +27.7%, while the worst month was Jan 1993 at -48.7%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 7 months.

On a daily basis, HSPGX closed higher 53% of trading days. The best single day was Jul 16, 1996 with a return of +25.2%, while the worst single day was Jan 4, 1993 at -50.4%.

Emerald Growth Fund has an annualized alpha of 2.94%, beta of 1.04, and R² of 0.57 versus S&P 500 Index. Calculated based on daily prices since October 01, 1992.

• This fund captured 114.54% of S&P 500 Index gains and 106.39% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• This fund generated an annualized alpha of 2.94% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
• With beta of 1.04 and R² of 0.57, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

HSPGX has a high expense ratio of 1.03%, indicating above-average management fees.

HSPGX ranks 78 for risk / return — better than 78% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

The table below present risk-adjusted performance metrics for Emerald Growth Fund (HSPGX) and compare them to a chosen benchmark (S&P 500 Index).

Emerald Growth Fund provided a 13.54% dividend yield over the last twelve months, with an annual payout of $3.43 per share.

The table displays the monthly dividend distributions for Emerald Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Emerald Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Emerald Growth Fund was 60.28%, occurring on Mar 12, 2003. Recovery took 2001 trading sessions.

The current Emerald Growth Fund drawdown is 14.41%.

The chart below shows the rolling one-month volatility.