HSTIX vs. HSCSX
Compare and contrast key facts about Homestead Stock Index Fund (HSTIX) and Homestead Small Company Stock Fund (HSCSX).
HSTIX is managed by Homestead. It was launched on Oct 28, 1999. HSCSX is managed by Homestead. It was launched on Mar 4, 1998.
Performance
HSTIX vs. HSCSX - Performance Comparison
Loading graphics...
HSTIX vs. HSCSX - 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% |
HSCSX Homestead Small Company Stock Fund | -2.68% | 0.54% | 8.52% | 17.21% | -16.97% | 20.38% | 22.25% | 22.41% | -27.09% | 12.03% |
Returns By Period
In the year-to-date period, HSTIX achieves a -7.17% return, which is significantly lower than HSCSX's -2.68% return. Over the past 10 years, HSTIX has outperformed HSCSX with an annualized return of 13.31%, while HSCSX has yielded a comparatively lower 6.03% 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%
HSCSX
- 1D
- -0.94%
- 1M
- -9.03%
- YTD
- -2.68%
- 6M
- -1.28%
- 1Y
- 11.23%
- 3Y*
- 5.85%
- 5Y*
- 1.95%
- 10Y*
- 6.03%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
HSTIX vs. HSCSX - Expense Ratio Comparison
HSTIX has a 0.50% expense ratio, which is lower than HSCSX's 1.06% expense ratio.
Return for Risk
HSTIX vs. HSCSX — Risk / Return Rank
HSTIX
HSCSX
HSTIX vs. HSCSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Homestead Stock Index Fund (HSTIX) and Homestead Small Company Stock Fund (HSCSX). 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 | HSCSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 0.48 | +0.33 |
Sortino ratioReturn per unit of downside risk | 1.26 | 0.86 | +0.40 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.11 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.01 | 0.60 | +0.41 |
Martin ratioReturn relative to average drawdown | 4.91 | 2.31 | +2.60 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| HSTIX | HSCSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 0.48 | +0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | 0.09 | +0.57 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.27 | +0.47 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.37 | -0.01 |
Correlation
The correlation between HSTIX and HSCSX is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
HSTIX vs. HSCSX - Dividend Comparison
HSTIX's dividend yield for the trailing twelve months is around 1.96%, less than HSCSX's 11.18% 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% |
HSCSX Homestead Small Company Stock Fund | 11.18% | 10.88% | 5.42% | 3.87% | 5.12% | 18.41% | 12.67% | 18.73% | 26.80% | 4.45% | 2.43% | 5.07% |
Drawdowns
HSTIX vs. HSCSX - Drawdown Comparison
The maximum HSTIX drawdown since its inception was -55.64%, roughly equal to the maximum HSCSX drawdown of -55.79%. Use the drawdown chart below to compare losses from any high point for HSTIX and HSCSX.
Loading graphics...
Drawdown Indicators
| HSTIX | HSCSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.64% | -55.79% | +0.15% |
Max Drawdown (1Y)Largest decline over 1 year | -12.13% | -14.82% | +2.69% |
Max Drawdown (5Y)Largest decline over 5 years | -24.78% | -29.42% | +4.64% |
Max Drawdown (10Y)Largest decline over 10 years | -33.82% | -44.64% | +10.82% |
Current DrawdownCurrent decline from peak | -8.97% | -10.95% | +1.98% |
Average DrawdownAverage peak-to-trough decline | -11.65% | -9.34% | -2.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.51% | 3.86% | -1.35% |
Volatility
HSTIX vs. HSCSX - Volatility Comparison
The current volatility for Homestead Stock Index Fund (HSTIX) is 4.23%, while Homestead Small Company Stock Fund (HSCSX) has a volatility of 5.91%. This indicates that HSTIX experiences smaller price fluctuations and is considered to be less risky than HSCSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| HSTIX | HSCSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.23% | 5.91% | -1.68% |
Volatility (6M)Calculated over the trailing 6-month period | 9.07% | 13.39% | -4.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.08% | 24.04% | -5.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.89% | 21.69% | -4.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.02% | 22.35% | -4.33% |