HOSBX Mutual Fund

HOSBX Mutual Fund

NAV$4.85
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Returns Overview

1 Month
-1.10%
3 Months
-1.06%
6 Months
-0.53%
YTD
-0.42%
1 Year
+0.20%
3 Years (annualized)
+4.42%
5 Years (annualized)
+1.76%
10 Years (annualized)
+2.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HOSBX 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 Corporate/Government Index(^IBML5YCG)
This Mutual Fund (YTD)
-0.42%
Peer Avg (YTD)
+0.50%
vs Peers
-0.92%

HOSBX Mutual Fund Performance

HOSBX performance across multiple time periods: 1-month -1.10%, YTD -0.42%, 1-year 0.20%, 3-year 4.42%, 5-year 1.76%, 10-year 2.40%.

HOSBX returns trail the peer average of 0.50% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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