HOMPX Mutual Fund

NAV$16.31

Returns Overview

1 Month
+1.70%
3 Months
+8.89%
6 Months
+5.94%
YTD
+6.16%
1 Year
+16.61%
3 Years
+13.25%
5 Years
+11.95%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would HOMPX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 3000 Value Total Return Index(^RAVTR)
This Mutual Fund (YTD)
+6.16%
Peer Avg (YTD)
+5.12%
vs Peers
+1.05%

HOMPX Mutual Fund Performance

HOMPX performance across multiple time periods: 1-month 1.70%, YTD 6.16%, 1-year 16.61%, 3-year 13.25%, 5-year 11.95%.

HOMPX returns outperform the peer average of 5.12% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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