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Emerald Growth Fund Class A: (MF: HSPGX)
(NASDAQ Mutual Funds) As of Apr 18, 2024 08:00 PM ET
$22.12 USD
-0.14 (-0.63%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 3.75 | 80 |
| 3 months | 3.75 | 80 |
| 6 months | 20.46 | 37 |
| 1 Year | 20.03 | 43 |
| 3 Year | -1.92 | 79 |
| 5 Year | 7.47 | 76 |
| 10 Year | 8.40 | 35 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 118.15 |
| Bear Market (10/07 - 2/09) | -52.48 |
| Bull Market (2/09 - 3/21) | 715.33 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 14.59 |
| 5 Year | 6.48 |
| 10 Year | 7.89 |
| Since Inception | 10.61 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 3.75 | NA | NA | NA |
| 2023 | 4.04 | 8.67 | -8.31 | 16.09 |
| 2022 | -11.03 | -20.25 | -0.08 | 6.18 |
| 2021 | 3.32 | 3.25 | -2.59 | -0.18 |
| 2020 | -24.26 | 32.13 | 9.16 | 26.72 |
| 2019 | 20.80 | 2.65 | -7.61 | 12.00 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 3.75 | 20.36 | -24.73 | 3.72 | 38.44 | 28.32 | -11.86 | 27.71 | 10.51 | 0.97 | 6.80 |
| % Total Return Rel to Index | -6.80 | -5.88 | -6.52 | -24.95 | 20.04 | -3.16 | -7.47 | 5.92 | -1.42 | -0.41 | -6.83 |
| % Total Return Rel to Peer | -2.75 | 4.28 | -5.21 | -15.58 | 19.44 | 2.89 | -1.09 | 12.11 | -5.43 | 5.70 | 4.13 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 4.00 | 5.00 | 1.00 | 2.00 | 3.00 | 1.00 | 4.00 | 1.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 1.44 | 1.78 | 5.55 | 2.86 | 0.38 | 2.47 | 0.00 | 0.00 | 0.47 | 1.34 |
| Expense Ratio | 0.00 | 1.09 | 1.03 | 1.01 | 1.02 | 1.01 | 1.03 | 1.08 | 1.17 | 1.29 | 1.29 |
* 1 = Top 20%, 5 = Bottom 20%