HSTIX vs. HOSBX
Compare and contrast key facts about Homestead Stock Index Fund (HSTIX) and Homestead Funds Short Term Bond Fund (HOSBX).
HSTIX is managed by Homestead. It was launched on Oct 28, 1999. HOSBX is managed by Homestead. It was launched on Nov 5, 1991.
Performance
HSTIX vs. HOSBX - Performance Comparison
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HSTIX vs. HOSBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HSTIX Homestead Stock Index Fund | -7.17% | 17.36% | 24.40% | 27.24% | -18.53% | 28.07% | 17.81% | 30.77% | -4.98% | 21.17% |
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% |
Returns By Period
In the year-to-date period, HSTIX achieves a -7.17% return, which is significantly lower than HOSBX's -0.39% return. Over the past 10 years, HSTIX has outperformed HOSBX with an annualized return of 13.31%, while HOSBX has yielded a comparatively lower 2.03% annualized return.
HSTIX
- 1D
- -0.39%
- 1M
- -7.71%
- YTD
- -7.17%
- 6M
- -4.84%
- 1Y
- 13.93%
- 3Y*
- 17.11%
- 5Y*
- 11.15%
- 10Y*
- 13.31%
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%
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HSTIX vs. HOSBX - Expense Ratio Comparison
HSTIX has a 0.50% expense ratio, which is lower than HOSBX's 0.79% expense ratio.
Return for Risk
HSTIX vs. HOSBX — Risk / Return Rank
HSTIX
HOSBX
HSTIX vs. HOSBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Homestead Stock Index Fund (HSTIX) and Homestead Funds Short Term Bond Fund (HOSBX). 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.
| HSTIX | HOSBX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 1.47 | -0.66 |
Sortino ratioReturn per unit of downside risk | 1.26 | 2.21 | -0.95 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.33 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.01 | 2.58 | -1.57 |
Martin ratioReturn relative to average drawdown | 4.91 | 9.87 | -4.96 |
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
| HSTIX | HOSBX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 1.47 | -0.66 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | 0.52 | +0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.85 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 1.56 | -1.20 |
Correlation
The correlation between HSTIX and HOSBX 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
HSTIX vs. HOSBX - Dividend Comparison
HSTIX's dividend yield for the trailing twelve months is around 1.96%, less than HOSBX's 3.52% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HSTIX Homestead Stock Index Fund | 1.96% | 1.82% | 1.08% | 2.49% | 1.91% | 2.13% | 1.40% | 1.98% | 1.98% | 0.89% | 1.51% | 1.66% |
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% |
Drawdowns
HSTIX vs. HOSBX - Drawdown Comparison
The maximum HSTIX drawdown since its inception was -55.64%, which is greater than HOSBX's maximum drawdown of -8.84%. Use the drawdown chart below to compare losses from any high point for HSTIX and HOSBX.
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Drawdown Indicators
| HSTIX | HOSBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.64% | -8.84% | -46.80% |
Max Drawdown (1Y)Largest decline over 1 year | -12.13% | -1.59% | -10.54% |
Max Drawdown (5Y)Largest decline over 5 years | -24.78% | -8.84% | -15.94% |
Max Drawdown (10Y)Largest decline over 10 years | -33.82% | -8.84% | -24.98% |
Current DrawdownCurrent decline from peak | -8.97% | -1.20% | -7.77% |
Average DrawdownAverage peak-to-trough decline | -11.65% | -0.65% | -11.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.51% | 0.42% | +2.09% |
Volatility
HSTIX vs. HOSBX - Volatility Comparison
Homestead Stock Index Fund (HSTIX) has a higher volatility of 4.23% compared to Homestead Funds Short Term Bond Fund (HOSBX) at 0.93%. This indicates that HSTIX's price experiences larger fluctuations and is considered to be riskier than HOSBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HSTIX | HOSBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.23% | 0.93% | +3.30% |
Volatility (6M)Calculated over the trailing 6-month period | 9.07% | 1.66% | +7.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.08% | 2.67% | +15.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.89% | 2.96% | +13.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.02% | 2.40% | +15.62% |