HSPCX Mutual Fund

HSPCX Mutual Fund

NAV$11.72
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Returns Overview

1 Month
-1.51%
3 Months
-2.71%
6 Months
-30.70%
YTD
+21.15%
1 Year
+36.99%
3 Years (annualized)
+29.37%
5 Years (annualized)
+18.97%
10 Years (annualized)
+20.95%

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
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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)
+21.15%
Peer Avg (YTD)
+15.20%
vs Peers
+5.95%

HSPCX Mutual Fund Performance

HSPCX performance across multiple time periods: 1-month -1.51%, YTD 21.15%, 1-year 36.99%, 3-year 29.37%, 5-year 18.97%, 10-year 20.95%.

HSPCX returns outperform the peer average of 15.20% 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.