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Emerald Finance & Bking Innovt Fd Instl (HSSIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.07+0.41 (+1.73%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-7.71%
5-year average return-3.60%
Number of years up9
Number of years down2
Best 1-yr total return (21 Apr 2024)44.12%
Worst 1-yr total return (21 Apr 2024)N/A
Best 3-yr total return44.12%
Worst 3-yr total return-11.46%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHSSIXCategory
YTD-3.41%23.64%
1-month2.11%-3.05%
3-month-3.41%5.29%
1-year26.20%61.45%
3-year-19.53%10.74%
5-year-2.39%14.55%
10-year2.61%11.64%
Last bull market96.19%28.35%
Last bear market-38.70%-25.24%

Annual total return (%) history

Year
HSSIXCategory
2024
N/AN/A
2023
16.01%N/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
2024-3.41%N/AN/AN/A
2023-11.21%2.45%0.78%26.54%
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)

YTD92
1-month96
3-month92
1-year74
3-year99
5-year99

Load adjusted returns

1-year26.20%
3-year-19.53%
5-year-2.39%
10-year2.61%