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Emerald Growth Fd Cl C: (MF: HSPCX)
(NASDAQ Mutual Funds) As of Oct 23, 2025 05:27 PM ET
$17.07 USD
+0.44 (2.65%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Sep 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 23.54 | 1 |
| 3 months | 17.72 | 1 |
| 6 months | 41.35 | 1 |
| 1 Year | 26.59 | 1 |
| 3 Year | 22.28 | 2 |
| 5 Year | 10.96 | 55 |
| 10 Year | 10.75 | 19 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 110.08 |
| Bear Market (10/07 - 2/09) | -52.91 |
| Bull Market (2/09 - 3/21) | 853.08 |
Load Adjusted Returns as of Sep 30, 2025
| 1 Year | 25.33 |
| 5 Year | 10.95 |
| 10 Year | 10.75 |
| Since Inception | 7.82 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -12.59 | 20.07 | 17.72 | NA |
| 2024 | 5.05 | 4.09 | 5.65 | 2.46 |
| 2023 | 3.90 | 8.48 | -8.76 | 14.67 |
| 2022 | -11.16 | -20.38 | -0.24 | 5.99 |
| 2021 | 3.18 | 3.08 | -2.74 | -0.38 |
| 2020 | -24.37 | 31.87 | 8.99 | 26.53 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 23.54 | 18.39 | 17.92 | -25.22 | 3.04 | 37.53 | 27.46 | -12.41 | 26.86 | 9.85 | 0.33 |
| % Total Return Rel to Index | 8.71 | -6.62 | -8.31 | -7.01 | -25.64 | 19.13 | -4.02 | -8.02 | 5.06 | -2.07 | -1.05 |
| % Total Return Rel to Peer | 18.12 | 6.46 | 1.84 | -5.70 | -16.27 | 18.54 | 2.03 | -1.64 | 11.26 | -6.09 | 5.05 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 4.00 | 5.00 | 2.00 | 2.00 | 4.00 | 1.00 | 4.00 | 1.00 |
| % Dividends | 0.00 | 0.57 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 2.97 | 1.64 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 2.22 | 2.71 | 1.44 | 1.78 | 5.55 | 2.86 | 0.38 | 2.47 | 0.00 | 0.00 | 0.47 |
| Expense Ratio | 1.68 | 1.76 | 1.78 | 1.68 | 1.66 | 1.68 | 1.66 | 1.68 | 1.73 | 1.81 | 1.94 |
* 1 = Top 20%, 5 = Bottom 20%