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Emerald Finance & Bking Innovt Fd Instl (HSSIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend2W10W9M
23.21-0.06 (-0.26%)
At close: 08:05AM EST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.25%
5-Year Average Return-4.56%
Number of Years Up8
Number of Years Down2
Best 1 Yr Total Return (Dec 5, 2023)44.12%
Worst 1 Yr Total Return (Dec 5, 2023)N/A
Best 3-Yr Total Return44.12%
Worst 3-Yr Total Return-11.46%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnHSSIXCategory
YTD3.25%23.64%
1-Month10.26%-3.05%
3-Month7.65%5.29%
1-Year-0.39%61.45%
3-Year-9.83%10.74%
5-Year-4.56%14.55%
10-Year2.63%11.64%
Last Bull Market96.19%28.35%
Last Bear Market-38.70%-25.24%

Annual Total Return (%) History

Year
HSSIXCategory
2023
N/AN/A
2022
-55.72%N/A
2021
39.54%N/A
2020
12.33%-1.15%
2019
20.98%28.39%
2018
-19.29%-14.21%
2017
12.93%16.72%
2016
28.49%19.09%
2015
15.03%-0.87%
2014
7.47%4.90%
2013
44.12%34.57%
2012
N/A24.77%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2023-11.21%2.45%0.78%N/A
2022-18.32%-38.70%-4.48%-7.41%
202132.87%-4.19%6.38%3.04%
2020-39.55%20.63%5.69%45.75%
20196.16%7.12%-1.18%7.65%
20181.45%4.66%-0.63%-23.50%
20170.93%1.39%5.48%4.62%
2016-7.48%1.39%7.29%27.67%
20152.53%8.26%-0.16%3.80%
20145.29%-1.90%-3.76%8.13%
201310.88%3.58%9.85%14.23%
20121.43%6.66%1.55%N/A

Rank In Category (By Total Return)

YTD72
1-Month18
3-Month85
1-Year72
3-Year99
5-Year99

Load Adjusted Returns

1-Year-9.29%
3-Year-9.53%
5-Year-6.42%
10-Year2.12%