HSCSX vs. RWJ

In the year-to-date period, HSCSX achieves a -9.34% return, which is significantly lower than RWJ's -8.83% return. Over the past 10 years, HSCSX has underperformed RWJ with an annualized return of 4.56%, while RWJ has yielded a comparatively higher 9.02% annualized return.

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HSCSX has a 1.06% expense ratio, which is higher than RWJ's 0.39% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Homestead Small Company Stock Fund (HSCSX) and Invesco S&P SmallCap 600 Revenue ETF (RWJ). 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.

The current HSCSX Sharpe Ratio is -0.13, which is lower than the RWJ Sharpe Ratio of 0.12. The chart below compares the historical Sharpe Ratios of HSCSX and RWJ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

HSCSX's dividend yield for the trailing twelve months is around 5.97%, more than RWJ's 1.26% yield.

The maximum HSCSX drawdown since its inception was -55.60%, roughly equal to the maximum RWJ drawdown of -55.97%. Use the drawdown chart below to compare losses from any high point for HSCSX and RWJ.

The current volatility for Homestead Small Company Stock Fund (HSCSX) is 7.24%, while Invesco S&P SmallCap 600 Revenue ETF (RWJ) has a volatility of 7.75%. This indicates that HSCSX experiences smaller price fluctuations and is considered to be less risky than RWJ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.