HSGFX vs. FPACX
Compare and contrast key facts about Hussman Strategic Growth Fund (HSGFX) and FPA Crescent Fund (FPACX).
HSGFX is managed by Hussman Funds. It was launched on Jul 24, 2000. FPACX is managed by FPA. It was launched on Jun 1, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HSGFX or FPACX.
Correlation
The correlation between HSGFX and FPACX is -0.45. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
HSGFX vs. FPACX - Performance Comparison
Key characteristics
HSGFX:
1.06
FPACX:
0.74
HSGFX:
1.85
FPACX:
1.09
HSGFX:
1.21
FPACX:
1.15
HSGFX:
0.22
FPACX:
0.78
HSGFX:
2.24
FPACX:
3.31
HSGFX:
6.18%
FPACX:
2.57%
HSGFX:
13.12%
FPACX:
11.54%
HSGFX:
-65.71%
FPACX:
-31.59%
HSGFX:
-52.84%
FPACX:
-4.89%
Returns By Period
In the year-to-date period, HSGFX achieves a 20.80% return, which is significantly higher than FPACX's -0.40% return. Over the past 10 years, HSGFX has underperformed FPACX with an annualized return of -1.52%, while FPACX has yielded a comparatively higher 7.50% annualized return.
HSGFX
20.80%
11.07%
22.01%
13.30%
3.79%
-1.52%
FPACX
-0.40%
-1.93%
0.62%
9.32%
14.08%
7.50%
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HSGFX vs. FPACX - Expense Ratio Comparison
HSGFX has a 1.15% expense ratio, which is higher than FPACX's 1.00% expense ratio.
Risk-Adjusted Performance
HSGFX vs. FPACX — Risk-Adjusted Performance Rank
HSGFX
FPACX
HSGFX vs. FPACX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hussman Strategic Growth Fund (HSGFX) and FPA Crescent Fund (FPACX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
HSGFX vs. FPACX - Dividend Comparison
HSGFX's dividend yield for the trailing twelve months is around 2.49%, less than FPACX's 9.35% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HSGFX Hussman Strategic Growth Fund | 2.49% | 3.01% | 3.10% | 1.09% | 0.43% | 0.16% | 1.84% | 1.20% | 0.49% | 0.28% | 0.56% | 0.78% |
FPACX FPA Crescent Fund | 9.35% | 9.31% | 3.72% | 0.77% | 11.62% | 4.80% | 4.65% | 8.87% | 3.70% | 4.98% | 6.34% | 4.18% |
Drawdowns
HSGFX vs. FPACX - Drawdown Comparison
The maximum HSGFX drawdown since its inception was -65.71%, which is greater than FPACX's maximum drawdown of -31.59%. Use the drawdown chart below to compare losses from any high point for HSGFX and FPACX. For additional features, visit the drawdowns tool.
Volatility
HSGFX vs. FPACX - Volatility Comparison
The current volatility for Hussman Strategic Growth Fund (HSGFX) is 6.55%, while FPA Crescent Fund (FPACX) has a volatility of 7.82%. This indicates that HSGFX experiences smaller price fluctuations and is considered to be less risky than FPACX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.