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Homestead Small Company Stock Fund (HSCSX) Sharpe Ratio: 1.20

Mutual Fund · Currency in USD · Last updated Jun 24, 2026

The fund invests in stocks of companies selling at prices below what RE Advisers believes to be their fundamental value. Under normal circumstances, it will invest at least 80% of its net assets (plus borrowing for investment purposes) in common stocks of companies whose market capitalization, at the time of purchase, is within the range of the market capitalization of companies represented in the Russell 2000 Index.

HSCSX's Sharpe Ratio of 1.20 indicates that for each unit of volatility, it generates 1.20 units of excess return above the risk-free rate. The ratio is calculated using historical daily returns over the past 12 months (as of Jun 24, 2026).

Sharpe uses total volatility (standard deviation) which includes both upside and downside price movements, making it useful for comparing risk-adjusted returns across different assets. For how to read this number and when it can mislead, see Sharpe Ratio Explained.

HSCSX Sharpe Ratio Rank

HSCSX Sharpe Ratio Rank: 20.420
Below Average

HSCSX ranks above 20.4% of all investments in our database based on Sharpe Ratio over the past 12 months, indicating below-average returns relative to volatility. Securities are ranked from 0 (worst) to 100 (best).

What moves the rank

  • Strong returns with low total volatility → Higher rank
  • High volatility (both upside and downside) → Lower rank
  • Consistent returns → Higher rank than volatile returns of same magnitude
  • Sharp drawdowns increase volatility → Lower rank

What you can do with this information

  • Returns may not adequately compensate for volatility taken
  • Consider smaller allocation given below-average risk-adjusted profile
  • Explore higher-ranked investments with better consistency
  • Assess whether the volatility profile aligns with your portfolio goals

HSCSX Sharpe Ratio Market Positioning

The chart shows HSCSX's Sharpe Ratio relative to all mutual funds on our platform, with color zones indicating percentile rankings. Higher ratios indicate better risk-adjusted returns.

  • Red zone (bottom 25%): 1.30 or lower
  • Yellow zone (middle 50%): 1.30 to 2.33
  • Green zone (top 25%): 2.33 or higher
  • Top 1%: 4.28+
  • Median: 1.93 — half of all investments score higher

How it compares to other similar mutual funds

The table compares Homestead Small Company Stock Fund's Sharpe Ratio with other mutual funds in the Small Cap Blend Equities category across multiple time periods, showing how HSCSX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jun 24, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
WWSIXKeeley Small Cap Fund Class Institutional3.29
WESCXTETON Westwood SmallCap Equity Fund3.27
MOPIXMainStay WMC Small Companies Fund3.13
RIVSXRiver Oak Discovery Fund3.01
RYOTXRoyce Micro Cap Series Fund2.98
NINLXNeuberger Berman Intrinsic Value Fund2.70
JESIXJohn Hancock Variable Insurance Trust Small Cap Index Trust2.69
AUERXAuer Growth Fund2.67
IPSIXVoya Index Plus SmallCap Portfolio2.61
VSTCXVanguard Strategic Small-Cap Equity Fund2.60
HSCSXHomestead Small Company Stock Fund1.20

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows HSCSX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when HSCSX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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Sharpe Ratio Calculator

How does HSCSX fit in your portfolio?

Add your other holdings to see your portfolio's Sharpe Ratio and find out.

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