HSPCX Mutual Fund

HSPCX Mutual Fund

NAV$11.48
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Returns Overview

1 Month
-4.50%
3 Months
-9.25%
6 Months
-4.92%
YTD
+9.89%
1 Year
+11.82%
3 Years (annualized)
+31.77%
5 Years (annualized)
+16.79%
10 Years (annualized)
+20.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSPCX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+9.89%
Peer Avg (YTD)
+12.21%
vs Peers
-2.32%

HSPCX Mutual Fund Performance

HSPCX performance across multiple time periods: 1-month -4.50%, YTD 9.89%, 1-year 11.82%, 3-year 31.77%, 5-year 16.79%, 10-year 20.45%.

HSPCX returns trail the peer average of 12.21% YTD. With an expense ratio of 1.68%, investors should weigh costs against performance when evaluating this mutual fund.

HSPCX vs another fund shows side-by-side returns. HSPCX alternatives are available in the Mutual Fund Screener.