HSTRX Mutual Fund

NAV$17.21

Returns Overview

1 Month
-0.77%
3 Months
-0.09%
6 Months
+3.39%
YTD
+3.45%
1 Year
+12.59%
3 Years (annualized)
+11.09%
5 Years (annualized)
+5.61%
10 Years (annualized)
+4.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSTRX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.45%
Peer Avg (YTD)
+5.93%
vs Peers
-2.48%

HSTRX Mutual Fund Performance

HSTRX performance across multiple time periods: 1-month -0.77%, YTD 3.45%, 1-year 12.59%, 3-year 11.09%, 5-year 5.61%, 10-year 4.98%.

HSTRX returns trail the peer average of 5.93% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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