HOSIX Mutual Fund

HOSIX Mutual Fund

NAV$9.68
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Returns Overview

1 Month
+0.45%
3 Months
+1.39%
6 Months
+2.75%
YTD
+3.78%
1 Year
+6.01%
3 Years (annualized)
+8.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HOSIX 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

This Mutual Fund (YTD)
+3.78%
Peer Avg (YTD)
+2.15%
vs Peers
+1.63%

HOSIX Mutual Fund Performance

HOSIX performance across multiple time periods: 1-month 0.45%, YTD 3.78%, 1-year 6.01%, 3-year 8.13%.

HOSIX returns outperform the peer average of 2.15% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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