HOSGX Mutual Fund

HOSGX Mutual Fund

NAV$4.98
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Returns Overview

1 Month
+0.08%
3 Months
+0.23%
6 Months
+0.41%
YTD
+0.41%
1 Year
+2.43%
3 Years (annualized)
+4.11%
5 Years (annualized)
+1.38%
10 Years (annualized)
+1.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HOSGX 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 US Treasury & Agency Index(^IBML5YUTRSA)
This Mutual Fund (YTD)
+0.41%
Peer Avg (YTD)
+1.92%
vs Peers
-1.51%

HOSGX Mutual Fund Performance

HOSGX performance across multiple time periods: 1-month 0.08%, YTD 0.41%, 1-year 2.43%, 3-year 4.11%, 5-year 1.38%, 10-year 1.43%.

HOSGX returns trail the peer average of 1.92% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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