HOSBX Mutual Fund

HOSBX Mutual Fund

NAV$4.85
See how much of HOSBX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.08%
3 Months
+0.14%
6 Months
+0.25%
YTD
+0.56%
1 Year
+2.78%
3 Years (annualized)
+4.48%
5 Years (annualized)
+1.66%
10 Years (annualized)
+2.06%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch 1-5 Year Corporate/Government Index(^IBML5YCG)
This Mutual Fund (YTD)
+0.56%
Peer Avg (YTD)
+0.12%
vs Peers
+0.44%

HOSBX Mutual Fund Performance

HOSBX performance across multiple time periods: 1-month -0.08%, YTD 0.56%, 1-year 2.78%, 3-year 4.48%, 5-year 1.66%, 10-year 2.06%.

HOSBX returns outperform the peer average of 0.12% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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