HSTRX Mutual Fund

HSTRX Mutual Fund

NAV$17.36
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Returns Overview

1 Month
-0.76%
3 Months
-1.36%
6 Months
-0.35%
YTD
+2.67%
1 Year
+11.88%
3 Years (annualized)
+10.37%
5 Years (annualized)
+5.32%
10 Years (annualized)
+4.84%

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
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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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.67%
Peer Avg (YTD)
+5.79%
vs Peers
-3.13%

HSTRX Mutual Fund Performance

HSTRX performance across multiple time periods: 1-month -0.76%, YTD 2.67%, 1-year 11.88%, 3-year 10.37%, 5-year 5.32%, 10-year 4.84%.

HSTRX returns trail the peer average of 5.79% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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