HSTRX vs. MINT
Compare and contrast key facts about Hussman Strategic Total Return Fund (HSTRX) and PIMCO Enhanced Short Maturity Strategy Fund (MINT).
HSTRX is managed by Hussman Funds. It was launched on Sep 11, 2002. MINT is an actively managed fund by PIMCO. It was launched on Nov 16, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HSTRX or MINT.
Correlation
The correlation between HSTRX and MINT is -0.01. 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.
Performance
HSTRX vs. MINT - Performance Comparison
Key characteristics
HSTRX:
2.69
MINT:
10.52
HSTRX:
4.03
MINT:
20.53
HSTRX:
1.51
MINT:
6.16
HSTRX:
4.21
MINT:
32.49
HSTRX:
12.45
MINT:
233.71
HSTRX:
1.26%
MINT:
0.02%
HSTRX:
5.82%
MINT:
0.49%
HSTRX:
-14.31%
MINT:
-4.62%
HSTRX:
-0.13%
MINT:
0.00%
Returns By Period
In the year-to-date period, HSTRX achieves a 9.30% return, which is significantly higher than MINT's 1.26% return. Over the past 10 years, HSTRX has outperformed MINT with an annualized return of 4.49%, while MINT has yielded a comparatively lower 2.29% annualized return.
HSTRX
9.30%
3.19%
6.74%
15.40%
3.77%
4.49%
MINT
1.26%
0.20%
2.29%
5.14%
2.89%
2.29%
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HSTRX vs. MINT - Expense Ratio Comparison
HSTRX has a 0.75% expense ratio, which is higher than MINT's 0.36% expense ratio.
Risk-Adjusted Performance
HSTRX vs. MINT — Risk-Adjusted Performance Rank
HSTRX
MINT
HSTRX vs. MINT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hussman Strategic Total Return Fund (HSTRX) and PIMCO Enhanced Short Maturity Strategy Fund (MINT). 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.
Dividends
HSTRX vs. MINT - Dividend Comparison
HSTRX's dividend yield for the trailing twelve months is around 3.06%, less than MINT's 5.13% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HSTRX Hussman Strategic Total Return Fund | 3.06% | 2.91% | 2.55% | 2.14% | 1.33% | 0.52% | 1.29% | 1.20% | 0.37% | 0.25% | 0.42% | 1.48% |
MINT PIMCO Enhanced Short Maturity Strategy Fund | 5.13% | 5.22% | 4.91% | 1.90% | 0.44% | 1.15% | 2.65% | 2.32% | 1.61% | 1.35% | 0.88% | 0.80% |
Drawdowns
HSTRX vs. MINT - Drawdown Comparison
The maximum HSTRX drawdown since its inception was -14.31%, which is greater than MINT's maximum drawdown of -4.62%. Use the drawdown chart below to compare losses from any high point for HSTRX and MINT. For additional features, visit the drawdowns tool.
Volatility
HSTRX vs. MINT - Volatility Comparison
Hussman Strategic Total Return Fund (HSTRX) has a higher volatility of 2.83% compared to PIMCO Enhanced Short Maturity Strategy Fund (MINT) at 0.25%. This indicates that HSTRX's price experiences larger fluctuations and is considered to be riskier than MINT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.