Nasdaq - Delayed Quote USD

Hussman Strategic Growth (HSGFX)

6.00 +0.01 (+0.17%)
As of 8:06 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -1.15%
5y Average Return 0.95%
Number of Years Up 12
Number of Years Down 11
Best 1Y Total Return (Apr 24, 2024) 17.32%
Worst 1Y Total Return (Apr 24, 2024) --
Best 3Y Total Return 17.32%
Worst 3Y Total Return -10.89%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
HSGFX
Category
YTD
-2.47%
9.18%
1-Month
0.17%
-0.20%
3-Month
-2.47%
3.85%
1-Year
-10.38%
22.90%
3-Year
-3.34%
7.45%
5-Year
0.13%
7.00%
10-Year
-4.17%
4.81%
Last Bull Market
3.73%
11.80%
Last Bear Market
7.81%
-12.04%

Annual Total Return (%) History

Year
HSGFX
Category
2024
--
--
2023
-11.61%
--
2022
17.32%
--
2021
-0.23%
--
2020
14.53%
7.89%
2019
-18.86%
11.90%
2018
8.78%
-6.29%
2017
-12.72%
11.18%

2016
-11.49%
2.34%
2015
-8.40%
-2.02%
2014
-8.50%
2.92%
2013
-6.62%
14.62%
2012
-12.62%
5.15%
2011
1.64%
-2.81%
2010
-3.62%
4.13%
2009
4.63%
10.46%
2008
-9.02%
-15.40%
2007
4.16%
4.42%
2006
3.51%
7.23%
2005
5.71%
4.77%
2004
5.16%
5.06%
2003
21.08%
8.46%
2002
14.02%
2.05%
2001
14.67%
5.37%
2000
--
9.57%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -2.47% -- -- --
2023 -3.81% -6.46% 2.98% -4.61%
2022 7.05% 7.81% 0.00% 1.66%
2021 11.73% -1.31% -4.28% -5.46%
2020 9.68% 3.90% -0.16% 0.65%
2019 -6.82% -6.53% -2.39% -4.56%
2018 4.31% -1.22% -6.66% 13.11%
2017 -4.43% -3.19% -4.04% -1.69%
2016 0.24% -3.29% -4.04% -4.86%
2015 -0.11% -3.01% 2.07% -7.36%

2014 1.11% -2.60% -3.49% -3.73%
2013 -2.43% 0.38% -2.38% -2.34%
2012 -6.68% -0.95% -5.13% -0.35%
2011 -2.69% 2.68% 7.25% -5.15%
2010 -0.31% 5.57% -0.67% -7.80%
2009 7.03% -0.76% -0.15% -1.34%
2008 0.13% 0.90% 3.43% -12.93%
2007 1.60% -0.25% 3.09% -0.30%
2006 1.66% 1.19% 0.37% 0.25%
2005 1.69% 1.79% 3.40% -1.23%
2004 4.05% -0.31% -2.39% 3.87%
2003 -1.97% 11.20% 3.41% 7.42%
2002 8.46% 3.01% 1.95% 0.11%
2001 6.79% -1.85% 3.61% 5.60%
2000 12.46% -- -- --

Rank in Category (By Total Return)

YTD 98
1-Month 96
3-Month 98
1-Year 99
3-Year 94
5-Year 95

Load Adjusted Returns

1-Year -10.38%
3-Year -3.34%
5-Year 0.13%
10-Year -4.17%

Performance & Risk

YTD Return -1.15%
5y Average Return 0.95%
Rank in Category (ytd) 98
% Rank in Category (ytd) --
Beta (5Y Monthly) -0.47
Morningstar Risk Rating

Fund Overview

Category Long-Short Equity
Fund Family Hussman Funds
Net Assets 340.85M
YTD Return -2.47%
Yield 3.17%
Morningstar Rating
Inception Date Jul 24, 2000

Fund Summary

The fund will typically be fully invested in common stocks favored by the fund's investment adviser, except for modest cash balances arising in connection with the fund's day-to-day operations. When market conditions are unfavorable in the view of the investment adviser, the fund may use options and index futures, as well as other hedging strategies, to reduce the exposure of the fund's stock portfolio to the impact of general market fluctuations.

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