HOSBX Mutual Fund

HOSBX Mutual Fund

NAV$4.86
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Returns Overview

1 Month
+0.62%
3 Months
-0.36%
6 Months
-0.22%
YTD
+0.20%
1 Year
+0.50%
3 Years (annualized)
+3.87%
5 Years (annualized)
+1.32%
10 Years (annualized)
+1.76%

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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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)
+0.20%
Peer Avg (YTD)
+1.93%
vs Peers
-1.73%

HOSBX Mutual Fund Performance

HOSBX performance across multiple time periods: 1-month 0.62%, YTD 0.20%, 1-year 0.50%, 3-year 3.87%, 5-year 1.32%, 10-year 1.76%.

HOSBX returns trail the peer average of 1.93% 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.