Correlation
The correlation between HOSGX and LAMR is -0.13. 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.
HOSGX vs. LAMR
Compare and contrast key facts about Homestead Funds Short-Term Government Securities Fund (HOSGX) and Lamar Advertising Company (REIT) (LAMR).
HOSGX is managed by Homestead. It was launched on Apr 30, 1995.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HOSGX or LAMR.
Performance
HOSGX vs. LAMR - Performance Comparison
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Key characteristics
HOSGX:
1.97
LAMR:
0.32
HOSGX:
3.13
LAMR:
0.55
HOSGX:
1.47
LAMR:
1.08
HOSGX:
2.75
LAMR:
0.29
HOSGX:
8.30
LAMR:
0.77
HOSGX:
0.71%
LAMR:
8.97%
HOSGX:
2.90%
LAMR:
26.22%
HOSGX:
-7.87%
LAMR:
-91.85%
HOSGX:
-0.59%
LAMR:
-10.33%
Returns By Period
In the year-to-date period, HOSGX achieves a 2.33% return, which is significantly higher than LAMR's 0.42% return. Over the past 10 years, HOSGX has underperformed LAMR with an annualized return of 1.33%, while LAMR has yielded a comparatively higher 12.24% annualized return.
HOSGX
2.33%
-0.59%
2.27%
5.71%
2.68%
0.82%
1.33%
LAMR
0.42%
5.91%
-7.59%
8.43%
12.81%
17.79%
12.24%
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Risk-Adjusted Performance
HOSGX vs. LAMR — Risk-Adjusted Performance Rank
HOSGX
LAMR
HOSGX vs. LAMR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Homestead Funds Short-Term Government Securities Fund (HOSGX) and Lamar Advertising Company (REIT) (LAMR). 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.
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Dividends
HOSGX vs. LAMR - Dividend Comparison
HOSGX's dividend yield for the trailing twelve months is around 3.31%, less than LAMR's 4.89% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HOSGX Homestead Funds Short-Term Government Securities Fund | 3.31% | 3.27% | 2.51% | 1.44% | 0.31% | 2.59% | 1.96% | 1.42% | 1.05% | 0.89% | 0.82% | 0.94% |
LAMR Lamar Advertising Company (REIT) | 4.89% | 4.64% | 4.70% | 5.30% | 3.30% | 3.00% | 4.30% | 5.28% | 4.47% | 4.49% | 4.58% | 4.66% |
Drawdowns
HOSGX vs. LAMR - Drawdown Comparison
The maximum HOSGX drawdown since its inception was -7.87%, smaller than the maximum LAMR drawdown of -91.85%. Use the drawdown chart below to compare losses from any high point for HOSGX and LAMR.
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Volatility
HOSGX vs. LAMR - Volatility Comparison
The current volatility for Homestead Funds Short-Term Government Securities Fund (HOSGX) is 0.83%, while Lamar Advertising Company (REIT) (LAMR) has a volatility of 7.81%. This indicates that HOSGX experiences smaller price fluctuations and is considered to be less risky than LAMR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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