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Hussman Strategic Growth (HSGFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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5.58+0.01 (+0.18%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-8.07%
5-year average return0.53%
Number of years up12
Number of years down11
Best 1-yr total return (2 Jul 2024)17.32%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return17.32%
Worst 3-yr total return-10.89%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHSGFXCategory
YTD-7.08%9.18%
1-month-3.75%-0.20%
3-month-4.73%3.85%
1-year-8.72%22.90%
3-year-4.47%7.45%
5-year0.51%7.00%
10-year-4.38%4.81%
Last bull market-7.10%11.80%
Last bear market7.81%-12.04%

Annual total return (%) history

Year
HSGFXCategory
2024
N/AN/A
2023
-11.61%N/A
2022
17.32%N/A
2021
-0.23%N/A
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
N/A9.57%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-2.47%-4.73%N/AN/A
2023-3.81%-6.46%2.98%-4.61%
20227.05%7.81%0.00%1.66%
202111.73%-1.31%-4.28%-5.46%
20209.68%3.90%-0.16%0.65%
2019-6.82%-6.53%-2.39%-4.56%
20184.31%-1.22%-6.66%13.11%
2017-4.43%-3.19%-4.04%-1.69%
20160.24%-3.29%-4.04%-4.86%
2015-0.11%-3.01%2.07%-7.36%
20141.11%-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%
20097.03%-0.76%-0.15%-1.34%
20080.13%0.90%3.43%-12.93%
20071.60%-0.25%3.09%-0.30%
20061.66%1.19%0.37%0.25%
20051.69%1.79%3.40%-1.23%
20044.05%-0.31%-2.39%3.87%
2003-1.97%11.20%3.41%7.42%
20028.46%3.01%1.95%0.11%
20016.79%-1.85%3.61%5.60%
200012.46%N/AN/AN/A

Rank in category (by total return)

YTD98
1-month96
3-month96
1-year99
3-year94
5-year94

Load adjusted returns

1-year-8.72%
3-year-4.47%
5-year0.51%
10-year-4.38%