HSTRX Mutual Fund

HSTRX Mutual Fund

NAV$17.03
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Returns Overview

1 Month
+2.45%
3 Months
+1.84%
6 Months
+0.45%
YTD
+4.55%
1 Year
+7.24%
3 Years (annualized)
+11.89%
5 Years (annualized)
+6.07%
10 Years (annualized)
+5.40%

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)
+4.55%
Peer Avg (YTD)
+6.28%
vs Peers
-1.73%

HSTRX Mutual Fund Performance

HSTRX performance across multiple time periods: 1-month 2.45%, YTD 4.55%, 1-year 7.24%, 3-year 11.89%, 5-year 6.07%, 10-year 5.40%.

HSTRX returns trail the peer average of 6.28% YTD. With an expense ratio of 0.79%, 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.