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Emerald Finance & Bking Innovt Fd C (HSSCX)

18.56 -0.16 (-0.85%)
At close: 6:45 PM EDT

Fund Summary

The fund has adopted an investment policy that it will, under normal conditions, invest at least 80% of the value of its assets (net assets plus the amount of any borrowings for investment purposes) in stocks (both common and preferred) of companies principally engaged in banking or financial services, and collective investment vehicles such as mutual funds and exchange-traded funds that invest in companies that are principally engaged in banking and financial services.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 42.75%
Worst 1Y Total Return --
Number of Years Up 17
Number of Years Down 6

Performance & Risk

YTD Return -7.94%
5y Average Return -4.91%
Rank in Category (ytd) 93
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.36
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
HSSCXCategory AverageHSSCXCategory AverageHSSCXCategory Average
Alpha -27.2 -0.05 -13.6 -0.02 -6.19 0.01
BETA 1.36 0.01 1.44 0.01 1.27 0.01
Mean Annual Return -1.44 0.01 0.22 0.01 0.45 0.01
R-squared 46.63 0.76 54.65 0.66 47.29 0.67
Standard Deviation 32.97 0.27 34.46 0.22 27.15 0.2
Sharpe Ratio -0.61 0 0.02 0.01 0.14 0.01
Treynor Ratio -17.13 0.08 -3.84 0.11 0.1 0.1

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