HOMPX Mutual Fund

NAV$18.51

Returns Overview

1 Month
-1.53%
3 Months
+7.16%
6 Months
+14.36%
YTD
+13.84%
1 Year
+21.91%
3 Years (annualized)
+15.27%
5 Years (annualized)
+11.03%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Value Total Return Index(^RAVTR)
This Mutual Fund (YTD)
+13.84%
Peer Avg (YTD)
+9.49%
vs Peers
+4.35%

HOMPX Mutual Fund Performance

HOMPX performance across multiple time periods: 1-month -1.53%, YTD 13.84%, 1-year 21.91%, 3-year 15.27%, 5-year 11.03%.

HOMPX returns outperform the peer average of 9.49% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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