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HSCSX: SMALL-COMPANY STOCK FUND SMALL-COMPANY STOCK FUND (MUTUAL FUND)
Basic Info 25.44 0.58(2.23%) June 05
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (69%) |
| Start Date: | 12/30/1998 |
| Last Dividend Date: | 12/15/2025 |
| 12-Mo. Yield | 10.80% |
| Expenses | 1.05% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/30/1998 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.5 | 6.4 | 17.1 | 10.1 | -1.5 | 3.1 | 5.5 | 6.1 | 7.5 | 0.5 | 8.5 | 17.2 | -21.0 | 1.8 | 8.0 | 22.4 | -26.4 | 12.0 | 18.8 | -5.2 | 8.0 | 36.6 | 19.6 | 0.6 | 33.9 | 45.1 | -34.3 | 1.4 | 16.7 | 9.5 | 13.2 | 32.4 | -0.6 | 11.2 | 15.4 | -6.1 | 2.5 |
| Sharpe Ratio | NA | 0.66 | 0.77 | 0.33 | -0.18 | 0.06 | NA | NA | 0.28 | -0.1 | 0.25 | 0.69 | -0.85 | 0.07 | 0.19 | 1.26 | -1.59 | 0.85 | 1.02 | -0.32 | 0.56 | 2.75 | 1.33 | 0.02 | 1.5 | 1.26 | -0.89 | -0.11 | 0.97 | 0.58 | 0.95 | 2.04 | -0.08 | 0.49 | 0.68 | -0.69 | NA |
| Draw Down(%) | NA | 10.9 | 10.9 | 29.4 | 38.0 | 44.1 | NA | NA | 55.8 | 27.5 | 11.9 | 16.2 | 26.2 | 21.5 | 38.0 | 11.0 | 32.7 | 8.1 | 12.8 | 14.0 | 11.1 | 6.6 | 9.7 | 27.4 | 15.9 | 30.0 | 49.6 | 13.3 | 13.4 | 7.8 | 8.2 | 14.0 | 29.6 | 19.3 | 14.2 | 20.3 | 0.0 |
| Standard Deviation(%) | NA | 19.8 | 18.9 | 21.1 | 23.1 | 23.3 | NA | NA | 21.7 | 23.9 | 19.9 | 20.0 | 26.4 | 25.3 | 40.5 | 16.7 | 17.6 | 13.4 | 18.3 | 16.2 | 14.2 | 13.3 | 14.8 | 28.1 | 22.5 | 35.7 | 39.7 | 17.1 | 13.8 | 12.4 | 12.8 | 15.5 | 22.0 | 18.1 | 16.3 | 13.6 | 0.0 |
| Treynor Ratio | NA | 0.13 | 0.13 | 0.06 | -0.04 | 0.01 | NA | NA | 0.07 | -0.02 | 0.04 | 0.13 | -0.24 | 0.02 | 0.08 | 0.2 | -0.29 | 0.1 | 0.19 | -0.05 | 0.08 | 0.39 | 0.22 | 0.01 | 0.37 | 0.47 | -0.4 | -0.02 | 0.16 | 0.09 | 0.16 | 0.39 | -0.02 | 0.13 | 0.37 | -0.28 | 0.0 |
| Alpha | NA | -0.05 | -0.04 | -0.03 | -0.03 | -0.03 | NA | NA | 0.0 | -0.03 | -0.02 | 0.0 | -0.02 | -0.06 | -0.03 | -0.02 | -0.08 | -0.02 | 0.0 | -0.01 | 0.0 | 0.01 | 0.01 | 0.01 | 0.03 | 0.03 | -0.02 | 0.0 | 0.01 | 0.01 | -0.01 | -0.01 | 0.07 | 0.03 | 0.05 | -0.05 | NA |
| Beta | NA | 1.05 | 1.08 | 1.08 | 1.03 | 0.99 | NA | NA | 0.87 | 1.07 | 1.12 | 1.04 | 0.94 | 1.05 | 0.94 | 1.06 | 0.96 | 1.16 | 1.0 | 1.0 | 0.94 | 0.93 | 0.88 | 0.88 | 0.93 | 0.96 | 0.87 | 0.87 | 0.86 | 0.8 | 0.75 | 0.81 | 0.83 | 0.68 | 0.3 | 0.34 | NA |
| RSquared | NA | 0.87 | 0.88 | 0.93 | 0.86 | 0.85 | NA | NA | 0.83 | 0.94 | 0.92 | 0.94 | 0.93 | 0.64 | 0.89 | 0.87 | 0.86 | 0.78 | 0.85 | 0.9 | 0.9 | 0.91 | 0.93 | 0.97 | 0.95 | 0.93 | 0.96 | 0.87 | 0.9 | 0.87 | 0.88 | 0.85 | 0.88 | 0.79 | 0.31 | 0.17 | 0.0 |
| Yield(%) | N/A | 0.0 | 10.8 | 7.2 | 3.1 | 5.4 | 6.5 | 6.8 | N/A | 9.9 | 5.6 | 4.3 | 0.0 | 0.6 | 0.0 | 19.1 | 16.3 | 4.7 | 2.9 | 4.6 | 1.4 | 0.6 | 1.2 | 0.1 | 0.2 | 0.8 | 0.6 | 6.1 | 4.5 | 1.2 | 0.3 | 0.0 | 0.0 | 0.2 | 0.9 | 0.0 | 0.6 |
| Dividend Growth(%) | N/A | -100.0 | 82.2 | 2886.3 | -65.7 | 309.1 | N/A | N/A | N/A | 82.2 | 44.1 | N/A | -100.0 | N/A | -100.0 | -32.0 | 269.0 | 96.0 | -44.3 | 246.1 | 237.0 | -45.4 | 754.5 | 0.0 | -65.6 | -16.5 | -90.1 | 49.2 | 324.6 | 369.2 | N/A | N/A | -100.0 | -71.1 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/30/1998
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