HOSGX vs. LAMR
HOSGX (Homestead Funds Short-Term Government Securities Fund) is Government Bonds fund managed by Homestead, while LAMR (Lamar Advertising Company (REIT)) is a stock. Over the past 10 years, HOSGX returned 1.38%/yr vs 14.64%/yr for LAMR. At a correlation of -0.04, they often move in opposite directions.
Performance
HOSGX vs. LAMR - Performance Comparison
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Returns By Period
In the year-to-date period, HOSGX achieves a -0.26% return, which is significantly lower than LAMR's 23.11% return. Over the past 10 years, HOSGX has underperformed LAMR with an annualized return of 1.38%, while LAMR has yielded a comparatively higher 14.64% annualized return.
HOSGX
- 1D
- -0.20%
- 1M
- 0.08%
- YTD
- -0.26%
- 6M
- -0.01%
- 1Y
- 2.21%
- 3Y*
- 3.64%
- 5Y*
- 1.15%
- 10Y*
- 1.38%
LAMR
- 1D
- 0.42%
- 1M
- 0.57%
- YTD
- 23.11%
- 6M
- 22.94%
- 1Y
- 32.36%
- 3Y*
- 24.13%
- 5Y*
- 13.60%
- 10Y*
- 14.64%
HOSGX vs. LAMR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HOSGX Homestead Funds Short-Term Government Securities Fund | -0.26% | 5.35% | 2.80% | 4.44% | -5.42% | -1.19% | 4.11% | 3.35% | 1.25% | 0.87% |
LAMR Lamar Advertising Company (REIT) | 23.11% | 9.73% | 19.98% | 18.56% | -18.04% | 51.29% | -3.19% | 35.32% | -1.92% | 15.65% |
Correlation
The correlation between HOSGX and LAMR is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.27 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.19 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.11 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.04 |
Correlation (All Time) Calculated using the full available price history since Aug 2, 1996 | -0.04 |
The correlation between HOSGX and LAMR shifts across timeframes, from -0.04 (all time) to 0.27 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
HOSGX vs. LAMR — Risk / Return Rank
HOSGX
LAMR
HOSGX vs. LAMR - Risk-Adjusted Trends 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| HOSGX | LAMR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.41 | ||
| Sortino ratioReturn per unit of downside risk | -0.51 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.27 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 1.76 | 3.24 | -1.48 |
| Martin ratioReturn relative to average drawdown | 4.82 | 8.61 | -3.79 |
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Drawdowns
HOSGX vs. LAMR - Drawdown Comparison
The maximum HOSGX drawdown since its inception was -7.99%, 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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Drawdown Indicators
| HOSGX | LAMR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -7.99% | -91.85% | +83.86% |
Max Drawdown (1Y)Largest decline over 1 year | -1.38% | -10.04% | +8.66% |
Max Drawdown (3Y)Largest decline over 3 years | -1.53% | -23.86% | +22.33% |
Max Drawdown (5Y)Largest decline over 5 years | -7.72% | -30.09% | +22.37% |
Max Drawdown (10Y)Largest decline over 10 years | -7.99% | -65.79% | +57.80% |
Current DrawdownCurrent decline from peak | -1.17% | -2.50% | +1.33% |
Average DrawdownAverage peak-to-trough decline | -0.64% | -26.37% | +25.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.50% | 3.77% | -3.27% |
Volatility
HOSGX vs. LAMR - Volatility Comparison
The current volatility for Homestead Funds Short-Term Government Securities Fund (HOSGX) is 0.84%, while Lamar Advertising Company (REIT) (LAMR) has a volatility of 4.00%. 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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Volatility by Period
| HOSGX | LAMR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.84% | 4.00% | -3.16% |
Volatility (6M)Calculated over the trailing 6-month period | 1.73% | 15.40% | -13.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.32% | 22.30% | -19.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.31% | 26.66% | -23.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.62% | 34.68% | -32.06% |
Dividends
HOSGX vs. LAMR - Dividend Comparison
HOSGX's dividend yield for the trailing twelve months is around 3.22%, less than LAMR's 4.30% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HOSGX Homestead Funds Short-Term Government Securities Fund | 3.22% | 3.20% | 2.96% | 2.28% | 1.20% | 0.33% | 2.52% | 1.94% | 1.44% | 1.06% | 0.84% | 0.85% |
LAMR Lamar Advertising Company (REIT) | 4.30% | 5.10% | 4.64% | 4.70% | 5.30% | 3.30% | 3.00% | 4.30% | 5.28% | 4.47% | 4.49% | 4.58% |
Frequently Asked Questions
HOSGX and LAMR have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LAMR has higher volatility (4.00%) compared to HOSGX (0.84%). In terms of maximum drawdown, HOSGX dropped -7.99% vs LAMR's -91.85%.
LAMR currently has the higher Sharpe Ratio (1.46 vs 1.05), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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