HSTIX vs. TANDX
Compare and contrast key facts about Homestead Stock Index Fund (HSTIX) and Castle Tandem Fund (TANDX).
HSTIX is managed by Homestead. It was launched on Oct 28, 1999. TANDX is managed by Castle Investment Management. It was launched on Mar 15, 2019.
Performance
HSTIX vs. TANDX - Performance Comparison
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HSTIX vs. TANDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
HSTIX Homestead Stock Index Fund | -7.17% | 17.36% | 24.40% | 27.24% | -18.53% | 28.07% | 17.81% | 16.59% |
TANDX Castle Tandem Fund | -9.28% | 3.67% | 7.66% | 8.42% | -7.87% | 19.03% | 13.39% | 12.57% |
Returns By Period
In the year-to-date period, HSTIX achieves a -7.17% return, which is significantly higher than TANDX's -9.28% 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%
TANDX
- 1D
- 0.79%
- 1M
- -6.24%
- YTD
- -9.28%
- 6M
- -10.00%
- 1Y
- -10.50%
- 3Y*
- 2.42%
- 5Y*
- 3.29%
- 10Y*
- —
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HSTIX vs. TANDX - Expense Ratio Comparison
HSTIX has a 0.50% expense ratio, which is lower than TANDX's 1.59% expense ratio.
Return for Risk
HSTIX vs. TANDX — Risk / Return Rank
HSTIX
TANDX
HSTIX vs. TANDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Homestead Stock Index Fund (HSTIX) and Castle Tandem Fund (TANDX). 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 | TANDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | -0.81 | +1.62 |
Sortino ratioReturn per unit of downside risk | 1.26 | -1.07 | +2.33 |
Omega ratioGain probability vs. loss probability | 1.19 | 0.86 | +0.33 |
Calmar ratioReturn relative to maximum drawdown | 1.01 | -0.79 | +1.80 |
Martin ratioReturn relative to average drawdown | 4.91 | -2.33 | +7.24 |
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 | TANDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | -0.81 | +1.62 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | 0.00 | +0.66 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.01 | +0.36 |
Correlation
The correlation between HSTIX and TANDX is 0.78, 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. TANDX - Dividend Comparison
HSTIX's dividend yield for the trailing twelve months is around 1.96%, less than TANDX's 6.80% 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% |
TANDX Castle Tandem Fund | 6.80% | 6.17% | 3.71% | 2.10% | 1.48% | 4.57% | 0.33% | 0.37% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
HSTIX vs. TANDX - Drawdown Comparison
The maximum HSTIX drawdown since its inception was -55.64%, smaller than the maximum TANDX drawdown of -95.17%. Use the drawdown chart below to compare losses from any high point for HSTIX and TANDX.
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Drawdown Indicators
| HSTIX | TANDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.64% | -95.17% | +39.53% |
Max Drawdown (1Y)Largest decline over 1 year | -12.13% | -13.14% | +1.01% |
Max Drawdown (5Y)Largest decline over 5 years | -24.78% | -95.17% | +70.39% |
Max Drawdown (10Y)Largest decline over 10 years | -33.82% | — | — |
Current DrawdownCurrent decline from peak | -8.97% | -95.13% | +86.16% |
Average DrawdownAverage peak-to-trough decline | -11.65% | -18.89% | +7.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.51% | 4.43% | -1.92% |
Volatility
HSTIX vs. TANDX - Volatility Comparison
Homestead Stock Index Fund (HSTIX) has a higher volatility of 4.23% compared to Castle Tandem Fund (TANDX) at 3.00%. This indicates that HSTIX's price experiences larger fluctuations and is considered to be riskier than TANDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HSTIX | TANDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.23% | 3.00% | +1.23% |
Volatility (6M)Calculated over the trailing 6-month period | 9.07% | 7.28% | +1.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.08% | 12.04% | +6.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.89% | 1,010.25% | -993.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.02% | 852.68% | -834.66% |