HSPCX Mutual Fund

HSPCX Mutual Fund

NAV$12.29
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Returns Overview

1 Month
-10.61%
3 Months
+4.77%
6 Months
+16.55%
YTD
+23.01%
1 Year
+48.07%
3 Years (annualized)
+23.81%
5 Years (annualized)
+10.70%
10 Years (annualized)
+13.81%

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)
+23.01%
Peer Avg (YTD)
+15.31%
vs Peers
+7.70%

HSPCX Mutual Fund Performance

HSPCX performance across multiple time periods: 1-month -10.61%, YTD 23.01%, 1-year 48.07%, 3-year 23.81%, 5-year 10.70%, 10-year 13.81%.

HSPCX returns outperform the peer average of 15.31% 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.