HOSAX Mutual Fund

NAV$9.75
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Returns Overview

1 Month
+0.52%
3 Months
+1.58%
6 Months
+2.68%
YTD
+2.79%
1 Year
+6.13%
3 Years (annualized)
+8.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HOSAX 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
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📉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

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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

This Mutual Fund (YTD)
+2.79%
Peer Avg (YTD)
+3.23%
vs Peers
-0.44%

HOSAX Mutual Fund Performance

HOSAX performance across multiple time periods: 1-month 0.52%, YTD 2.79%, 1-year 6.13%, 3-year 8.31%.

HOSAX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.66%, investors should weigh costs against performance when evaluating this mutual fund.

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