HOMPX Mutual Fund

HOMPX Mutual Fund

NAV$17.91
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Returns Overview

1 Month
+1.90%
3 Months
+3.23%
6 Months
+12.42%
YTD
+19.34%
1 Year
+19.09%
3 Years (annualized)
+15.12%
5 Years (annualized)
+11.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HOMPX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Value Total Return Index(^RAVTR)
This Mutual Fund (YTD)
+19.34%
Peer Avg (YTD)
+12.44%
vs Peers
+6.91%

HOMPX Mutual Fund Performance

HOMPX performance across multiple time periods: 1-month 1.90%, YTD 19.34%, 1-year 19.09%, 3-year 15.12%, 5-year 11.78%.

HOMPX returns outperform the peer average of 12.44% YTD. investors should weigh costs against performance when evaluating this mutual fund.

HOMPX vs another fund shows side-by-side returns. HOMPX alternatives are available in the Mutual Fund Screener.