HOSGX Mutual Fund

HOSGX Mutual Fund

NAV$4.91
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Returns Overview

1 Month
+1.36%
3 Months
+0.33%
6 Months
+0.19%
YTD
+0.43%
1 Year
+0.89%
3 Years (annualized)
+3.56%
5 Years (annualized)
+1.17%
10 Years (annualized)
+1.30%

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
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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
ICE Bank of America Merrill Lynch 1-5 Year US Treasury & Agency Index(^IBML5YUTRSA)
This Mutual Fund (YTD)
+0.43%
Peer Avg (YTD)
+1.88%
vs Peers
-1.45%

HOSGX Mutual Fund Performance

HOSGX performance across multiple time periods: 1-month 1.36%, YTD 0.43%, 1-year 0.89%, 3-year 3.56%, 5-year 1.17%, 10-year 1.30%.

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.