HSPCX Mutual Fund

NAV$20.79

Returns Overview

1 Month
+10.51%
3 Months
+38.80%
6 Months
+37.61%
YTD
+35.47%
1 Year
+71.33%
3 Years (annualized)
+36.14%
5 Years (annualized)
+22.29%
10 Years (annualized)
+23.35%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+35.47%
Peer Avg (YTD)
+18.52%
vs Peers
+16.95%

HSPCX Mutual Fund Performance

HSPCX performance across multiple time periods: 1-month 10.51%, YTD 35.47%, 1-year 71.33%, 3-year 36.14%, 5-year 22.29%, 10-year 23.35%.

HSPCX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.68%, investors should weigh costs against performance when evaluating this mutual fund.

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