HSTIX vs. HOSGX
Compare and contrast key facts about Homestead Stock Index Fund (HSTIX) and Homestead Funds Short-Term Government Securities Fund (HOSGX).
HSTIX is managed by Homestead. It was launched on Oct 28, 1999. HOSGX is managed by Homestead. It was launched on Apr 30, 1995.
Performance
HSTIX vs. HOSGX - Performance Comparison
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HSTIX vs. HOSGX - 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% |
HOSGX Homestead Funds Short-Term Government Securities Fund | -0.08% | 5.35% | 2.80% | 4.44% | -5.42% | -1.19% | 4.11% | 3.35% | 1.25% | 0.87% |
Returns By Period
In the year-to-date period, HSTIX achieves a -7.17% return, which is significantly lower than HOSGX's -0.08% return. Over the past 10 years, HSTIX has outperformed HOSGX with an annualized return of 13.31%, while HOSGX has yielded a comparatively lower 1.45% 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%
HOSGX
- 1D
- 0.40%
- 1M
- -0.98%
- YTD
- -0.08%
- 6M
- 0.90%
- 1Y
- 3.15%
- 3Y*
- 3.49%
- 5Y*
- 1.20%
- 10Y*
- 1.45%
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HSTIX vs. HOSGX - Expense Ratio Comparison
HSTIX has a 0.50% expense ratio, which is lower than HOSGX's 0.75% expense ratio.
Return for Risk
HSTIX vs. HOSGX — Risk / Return Rank
HSTIX
HOSGX
HSTIX vs. HOSGX - 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 Government Securities Fund (HOSGX). 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 | HOSGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 1.47 | -0.66 |
Sortino ratioReturn per unit of downside risk | 1.26 | 2.28 | -1.02 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.34 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.01 | 2.79 | -1.78 |
Martin ratioReturn relative to average drawdown | 4.91 | 9.05 | -4.14 |
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 | HOSGX | 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 | 0.37 | +0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.56 | +0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 1.21 | -0.85 |
Correlation
The correlation between HSTIX and HOSGX 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.
Dividends
HSTIX vs. HOSGX - Dividend Comparison
HSTIX's dividend yield for the trailing twelve months is around 1.96%, less than HOSGX's 2.91% 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% |
HOSGX Homestead Funds Short-Term Government Securities Fund | 2.91% | 3.20% | 2.96% | 2.28% | 1.20% | 0.33% | 2.52% | 1.94% | 1.44% | 1.06% | 0.84% | 0.85% |
Drawdowns
HSTIX vs. HOSGX - Drawdown Comparison
The maximum HSTIX drawdown since its inception was -55.64%, which is greater than HOSGX's maximum drawdown of -7.99%. Use the drawdown chart below to compare losses from any high point for HSTIX and HOSGX.
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Drawdown Indicators
| HSTIX | HOSGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.64% | -7.99% | -47.65% |
Max Drawdown (1Y)Largest decline over 1 year | -12.13% | -1.38% | -10.75% |
Max Drawdown (5Y)Largest decline over 5 years | -24.78% | -7.72% | -17.06% |
Max Drawdown (10Y)Largest decline over 10 years | -33.82% | -7.99% | -25.83% |
Current DrawdownCurrent decline from peak | -8.97% | -0.98% | -7.99% |
Average DrawdownAverage peak-to-trough decline | -11.65% | -0.64% | -11.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.51% | 0.43% | +2.08% |
Volatility
HSTIX vs. HOSGX - Volatility Comparison
Homestead Stock Index Fund (HSTIX) has a higher volatility of 4.23% compared to Homestead Funds Short-Term Government Securities Fund (HOSGX) at 0.70%. This indicates that HSTIX's price experiences larger fluctuations and is considered to be riskier than HOSGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HSTIX | HOSGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.23% | 0.70% | +3.53% |
Volatility (6M)Calculated over the trailing 6-month period | 9.07% | 1.58% | +7.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.08% | 2.49% | +15.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.89% | 3.27% | +13.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.02% | 2.60% | +15.42% |