HOMPX Mutual Fund

HOMPX Mutual Fund

NAV$17.90
See how much of HOMPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.88%
3 Months
+7.14%
6 Months
+12.19%
YTD
+17.11%
1 Year
+23.41%
3 Years (annualized)
+13.49%
5 Years (annualized)
+12.16%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Value Total Return Index(^RAVTR)
This Mutual Fund (YTD)
+17.11%
Peer Avg (YTD)
+11.41%
vs Peers
+5.70%

HOMPX Mutual Fund Performance

HOMPX performance across multiple time periods: 1-month 2.88%, YTD 17.11%, 1-year 23.41%, 3-year 13.49%, 5-year 12.16%.

HOMPX returns outperform the peer average of 11.41% 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.