HSPGX Mutual Fund

HSPGX Mutual Fund

NAV$34.92

Returns Overview

1 Month
+10.57%
3 Months
+39.01%
6 Months
+38.03%
YTD
+35.96%
1 Year
+72.67%
3 Years (annualized)
+35.41%
5 Years (annualized)
+15.50%
10 Years (annualized)
+17.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSPGX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+35.96%
Peer Avg (YTD)
+18.52%
vs Peers
+17.43%

HSPGX Mutual Fund Performance

HSPGX performance across multiple time periods: 1-month 10.57%, YTD 35.96%, 1-year 72.67%, 3-year 35.41%, 5-year 15.50%, 10-year 17.58%.

HSPGX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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