HSTRX Mutual Fund

HSTRX Mutual Fund

NAV$16.86
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Returns Overview

1 Month
-2.43%
3 Months
-1.35%
6 Months
-1.44%
YTD
+2.05%
1 Year
+3.92%
3 Years (annualized)
+8.21%
5 Years (annualized)
+3.25%
10 Years (annualized)
+3.47%

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)
+2.05%
Peer Avg (YTD)
+5.22%
vs Peers
-3.17%

HSTRX Mutual Fund Performance

HSTRX performance across multiple time periods: 1-month -2.43%, YTD 2.05%, 1-year 3.92%, 3-year 8.21%, 5-year 3.25%, 10-year 3.47%.

HSTRX returns trail the peer average of 5.22% YTD. With an expense ratio of 0.77%, 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.