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Emerald Growth Fund Class A: (MF: HSPGX)
(NASDAQ Mutual Funds) As of Jan 30, 2026 06:27 PM ET
$28.40 USD
-0.40 (-1.39%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Dec 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 32.19 | 1 |
| 3 months | 6.03 | 3 |
| 6 months | 25.10 | 1 |
| 1 Year | 32.19 | 1 |
| 3 Year | 23.04 | 2 |
| 5 Year | 7.78 | 35 |
| 10 Year | 12.38 | 7 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 118.15 |
| Bear Market (10/07 - 2/09) | -52.48 |
| Bull Market (2/09 - 3/21) | 1,116.00 |
Load Adjusted Returns as of Dec 31, 2025
| 1 Year | 26.19 |
| 5 Year | 6.78 |
| 10 Year | 11.86 |
| Since Inception | 11.35 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -12.14 | 20.26 | 17.98 | 6.03 |
| 2024 | 3.75 | 4.25 | 5.50 | 2.56 |
| 2023 | 4.04 | 8.67 | -8.31 | 16.09 |
| 2022 | -11.03 | -20.25 | -0.08 | 6.18 |
| 2021 | 3.32 | 3.25 | -2.59 | -0.18 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 32.19 | 17.06 | 20.36 | -24.73 | 3.72 | 38.44 | 28.32 | -11.86 | 27.71 | 10.51 |
| % Total Return Rel to Index | 13.97 | -7.95 | -5.88 | -6.52 | -24.95 | 20.04 | -3.16 | -7.47 | 5.92 | -1.42 |
| % Total Return Rel to Peer | 24.88 | 5.13 | 4.28 | -5.21 | -15.58 | 19.44 | 2.89 | -1.09 | 12.11 | -5.43 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 4.00 | 5.00 | 1.00 | 2.00 | 3.00 | 1.00 | 4.00 |
| % Dividends | 0.00 | 0.63 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 2.32 | 1.35 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 3.43 | 2.71 | 1.44 | 1.78 | 5.55 | 2.86 | 0.38 | 2.47 | 0.00 | 0.00 |
| Expense Ratio | 1.02 | 1.10 | 1.13 | 1.03 | 1.01 | 1.02 | 1.01 | 1.03 | 1.08 | 1.17 |
* 1 = Top 20%, 5 = Bottom 20%