HOSAX Mutual Fund

HOSAX Mutual Fund

NAV$9.67
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Returns Overview

1 Month
-0.18%
3 Months
+0.62%
6 Months
+2.20%
YTD
+3.42%
1 Year
+4.93%
3 Years (annualized)
+7.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HOSAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
+3.42%
Peer Avg (YTD)
+0.50%
vs Peers
+2.92%

HOSAX Mutual Fund Performance

HOSAX performance across multiple time periods: 1-month -0.18%, YTD 3.42%, 1-year 4.93%, 3-year 7.85%.

HOSAX returns outperform the peer average of 0.50% YTD. With an expense ratio of 1.54%, investors should weigh costs against performance when evaluating this mutual fund.

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