HOMPX Mutual Fund

HOMPX Mutual Fund

NAV$18.09
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Returns Overview

1 Month
-4.23%
3 Months
+0.40%
6 Months
+7.59%
YTD
+14.30%
1 Year
+13.55%
3 Years (annualized)
+15.12%
5 Years (annualized)
+11.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦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
Russell 3000 Value Total Return Index(^RAVTR)
This Mutual Fund (YTD)
+14.30%
Peer Avg (YTD)
+10.00%
vs Peers
+4.30%

HOMPX Mutual Fund Performance

HOMPX performance across multiple time periods: 1-month -4.23%, YTD 14.30%, 1-year 13.55%, 3-year 15.12%, 5-year 11.78%.

HOMPX returns outperform the peer average of 10.00% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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