HOSGX Mutual Fund

HOSGX Mutual Fund

NAV$4.90
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Returns Overview

1 Month
+0.10%
3 Months
-0.13%
6 Months
-0.70%
YTD
+0.20%
1 Year
+1.25%
3 Years (annualized)
+3.88%
5 Years (annualized)
+1.33%
10 Years (annualized)
+1.44%

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
PROUpgrade to run
🏦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)
+0.20%
Peer Avg (YTD)
+1.88%
vs Peers
-1.68%

HOSGX Mutual Fund Performance

HOSGX performance across multiple time periods: 1-month 0.10%, YTD 0.20%, 1-year 1.25%, 3-year 3.88%, 5-year 1.33%, 10-year 1.44%.

HOSGX returns trail the peer average of 1.88% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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