HNASX vs. VFIFX
Compare and contrast key facts about Homestead Growth Fund (HNASX) and Vanguard Target Retirement 2050 Fund (VFIFX).
HNASX is managed by Homestead. It was launched on Jan 22, 2001. VFIFX is managed by Vanguard. It was launched on Jun 7, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HNASX or VFIFX.
Key characteristics
| HNASX | VFIFX | |
|---|---|---|
| YTD Return | 22.64% | 13.34% |
| 1Y Return | 35.22% | 21.88% |
| 3Y Return (Ann) | 6.28% | 5.08% |
| 5Y Return (Ann) | 15.98% | 10.34% |
| 10Y Return (Ann) | 15.07% | 8.64% |
| Sharpe Ratio | 2.17 | 1.86 |
| Daily Std Dev | 16.33% | 11.68% |
| Max Drawdown | -53.78% | -51.68% |
| Current Drawdown | -2.47% | -0.30% |
Correlation
The correlation between HNASX and VFIFX is 0.88, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
HNASX vs. VFIFX - Performance Comparison
In the year-to-date period, HNASX achieves a 22.64% return, which is significantly higher than VFIFX's 13.34% return. Over the past 10 years, HNASX has outperformed VFIFX with an annualized return of 15.07%, while VFIFX has yielded a comparatively lower 8.64% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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HNASX vs. VFIFX - Expense Ratio Comparison
HNASX has a 0.84% expense ratio, which is higher than VFIFX's 0.08% expense ratio.
Risk-Adjusted Performance
HNASX vs. VFIFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Homestead Growth Fund (HNASX) and Vanguard Target Retirement 2050 Fund (VFIFX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
HNASX vs. VFIFX - Dividend Comparison
HNASX's dividend yield for the trailing twelve months is around 3.06%, more than VFIFX's 1.95% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HNASX Homestead Growth Fund | 3.06% | 2.57% | 6.80% | 9.12% | 4.73% | 4.55% | 11.39% | 6.41% | 1.54% | 6.52% | 10.15% | 3.38% |
VFIFX Vanguard Target Retirement 2050 Fund | 1.95% | 2.21% | 2.38% | 12.83% | 1.84% | 2.20% | 2.51% | 1.92% | 2.04% | 2.36% | 2.03% | 1.84% |
Drawdowns
HNASX vs. VFIFX - Drawdown Comparison
The maximum HNASX drawdown since its inception was -53.78%, roughly equal to the maximum VFIFX drawdown of -51.68%. Use the drawdown chart below to compare losses from any high point for HNASX and VFIFX. For additional features, visit the drawdowns tool.
Volatility
HNASX vs. VFIFX - Volatility Comparison
Homestead Growth Fund (HNASX) has a higher volatility of 5.02% compared to Vanguard Target Retirement 2050 Fund (VFIFX) at 3.70%. This indicates that HNASX's price experiences larger fluctuations and is considered to be riskier than VFIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.