HOSBX vs. HSCSX
Compare and contrast key facts about Homestead Funds Short Term Bond Fund (HOSBX) and Homestead Small Company Stock Fund (HSCSX).
HOSBX is managed by Homestead. It was launched on Nov 5, 1991. HSCSX is managed by Homestead. It was launched on Mar 4, 1998.
Performance
HOSBX vs. HSCSX - Performance Comparison
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HOSBX vs. HSCSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HOSBX Homestead Funds Short Term Bond Fund | -0.39% | 5.87% | 3.78% | 5.08% | -5.71% | -1.11% | 5.38% | 3.89% | 1.45% | 1.66% |
HSCSX Homestead Small Company Stock Fund | -2.68% | 0.54% | 8.52% | 17.21% | -16.97% | 20.38% | 22.25% | 22.41% | -27.09% | 12.03% |
Returns By Period
In the year-to-date period, HOSBX achieves a -0.39% return, which is significantly higher than HSCSX's -2.68% return. Over the past 10 years, HOSBX has underperformed HSCSX with an annualized return of 2.03%, while HSCSX has yielded a comparatively higher 6.03% annualized return.
HOSBX
- 1D
- 0.20%
- 1M
- -1.20%
- YTD
- -0.39%
- 6M
- 0.74%
- 1Y
- 3.56%
- 3Y*
- 4.01%
- 5Y*
- 1.53%
- 10Y*
- 2.03%
HSCSX
- 1D
- -0.94%
- 1M
- -9.03%
- YTD
- -2.68%
- 6M
- -1.28%
- 1Y
- 11.23%
- 3Y*
- 5.85%
- 5Y*
- 1.95%
- 10Y*
- 6.03%
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HOSBX vs. HSCSX - Expense Ratio Comparison
HOSBX has a 0.79% expense ratio, which is lower than HSCSX's 1.06% expense ratio.
Return for Risk
HOSBX vs. HSCSX — Risk / Return Rank
HOSBX
HSCSX
HOSBX vs. HSCSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Homestead Funds Short Term Bond Fund (HOSBX) and Homestead Small Company Stock Fund (HSCSX). 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.
| HOSBX | HSCSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.47 | 0.48 | +0.99 |
Sortino ratioReturn per unit of downside risk | 2.21 | 0.86 | +1.35 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.11 | +0.22 |
Calmar ratioReturn relative to maximum drawdown | 2.58 | 0.60 | +1.98 |
Martin ratioReturn relative to average drawdown | 9.87 | 2.31 | +7.56 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HOSBX | HSCSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.47 | 0.48 | +0.99 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.09 | +0.43 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.85 | 0.27 | +0.58 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.56 | 0.37 | +1.19 |
Correlation
The correlation between HOSBX and HSCSX is -0.08. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
HOSBX vs. HSCSX - Dividend Comparison
HOSBX's dividend yield for the trailing twelve months is around 3.52%, less than HSCSX's 11.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HOSBX Homestead Funds Short Term Bond Fund | 3.52% | 3.86% | 3.50% | 2.85% | 1.74% | 1.37% | 3.57% | 2.66% | 1.83% | 1.65% | 1.55% | 1.40% |
HSCSX Homestead Small Company Stock Fund | 11.18% | 10.88% | 5.42% | 3.87% | 5.12% | 18.41% | 12.67% | 18.73% | 26.80% | 4.45% | 2.43% | 5.07% |
Drawdowns
HOSBX vs. HSCSX - Drawdown Comparison
The maximum HOSBX drawdown since its inception was -8.84%, smaller than the maximum HSCSX drawdown of -55.79%. Use the drawdown chart below to compare losses from any high point for HOSBX and HSCSX.
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Drawdown Indicators
| HOSBX | HSCSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.84% | -55.79% | +46.95% |
Max Drawdown (1Y)Largest decline over 1 year | -1.59% | -14.82% | +13.23% |
Max Drawdown (5Y)Largest decline over 5 years | -8.84% | -29.42% | +20.58% |
Max Drawdown (10Y)Largest decline over 10 years | -8.84% | -44.64% | +35.80% |
Current DrawdownCurrent decline from peak | -1.20% | -10.95% | +9.75% |
Average DrawdownAverage peak-to-trough decline | -0.65% | -9.34% | +8.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.42% | 3.86% | -3.44% |
Volatility
HOSBX vs. HSCSX - Volatility Comparison
The current volatility for Homestead Funds Short Term Bond Fund (HOSBX) is 0.93%, while Homestead Small Company Stock Fund (HSCSX) has a volatility of 5.91%. This indicates that HOSBX experiences smaller price fluctuations and is considered to be less risky than HSCSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HOSBX | HSCSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.93% | 5.91% | -4.98% |
Volatility (6M)Calculated over the trailing 6-month period | 1.66% | 13.39% | -11.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.67% | 24.04% | -21.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.96% | 21.69% | -18.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.40% | 22.35% | -19.95% |