HOSBX Mutual Fund

NAV$4.93

Returns Overview

1 Month
+0.11%
3 Months
+0.54%
6 Months
+0.45%
YTD
+0.65%
1 Year
+3.00%
3 Years (annualized)
+4.67%
5 Years (annualized)
+1.77%
10 Years (annualized)
+2.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HOSBX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch 1-5 Year Corporate/Government Index(^IBML5YCG)
This Mutual Fund (YTD)
+0.65%
Peer Avg (YTD)
+3.23%
vs Peers
-2.58%

HOSBX Mutual Fund Performance

HOSBX performance across multiple time periods: 1-month 0.11%, YTD 0.65%, 1-year 3.00%, 3-year 4.67%, 5-year 1.77%, 10-year 2.42%.

HOSBX returns trail the peer average of 3.23% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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