HSTRX vs. QQQ
Compare and contrast key facts about Hussman Strategic Total Return Fund (HSTRX) and Invesco QQQ (QQQ).
HSTRX is managed by Hussman Funds. It was launched on Sep 11, 2002. QQQ is a passively managed fund by Invesco that tracks the performance of the NASDAQ-100 Index. It was launched on Mar 10, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HSTRX or QQQ.
Correlation
The correlation between HSTRX and QQQ is 0.12, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
HSTRX vs. QQQ - Performance Comparison
Key characteristics
HSTRX:
2.29
QQQ:
1.40
HSTRX:
3.47
QQQ:
1.90
HSTRX:
1.42
QQQ:
1.25
HSTRX:
1.67
QQQ:
1.88
HSTRX:
9.85
QQQ:
6.51
HSTRX:
1.25%
QQQ:
3.92%
HSTRX:
5.39%
QQQ:
18.23%
HSTRX:
-14.31%
QQQ:
-82.98%
HSTRX:
-0.15%
QQQ:
-0.42%
Returns By Period
In the year-to-date period, HSTRX achieves a 2.79% return, which is significantly lower than QQQ's 5.09% return. Over the past 10 years, HSTRX has underperformed QQQ with an annualized return of 3.83%, while QQQ has yielded a comparatively higher 18.32% annualized return.
HSTRX
2.79%
1.72%
2.51%
12.16%
3.82%
3.83%
QQQ
5.09%
2.37%
13.48%
26.98%
19.29%
18.32%
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HSTRX vs. QQQ - Expense Ratio Comparison
HSTRX has a 0.75% expense ratio, which is higher than QQQ's 0.20% expense ratio.
Risk-Adjusted Performance
HSTRX vs. QQQ — Risk-Adjusted Performance Rank
HSTRX
QQQ
HSTRX vs. QQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hussman Strategic Total Return Fund (HSTRX) and Invesco QQQ (QQQ). 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. QQQ - Dividend Comparison
HSTRX's dividend yield for the trailing twelve months is around 2.83%, more than QQQ's 0.53% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
HSTRX Hussman Strategic Total Return Fund | 2.83% | 2.91% | 2.55% | 2.14% | 1.33% | 0.52% | 1.29% | 1.20% | 0.37% | 0.25% | 0.42% | 1.48% |
QQQ Invesco QQQ | 0.53% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% |
Drawdowns
HSTRX vs. QQQ - Drawdown Comparison
The maximum HSTRX drawdown since its inception was -14.31%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for HSTRX and QQQ. For additional features, visit the drawdowns tool.
Volatility
HSTRX vs. QQQ - Volatility Comparison
The current volatility for Hussman Strategic Total Return Fund (HSTRX) is 1.67%, while Invesco QQQ (QQQ) has a volatility of 4.70%. This indicates that HSTRX experiences smaller price fluctuations and is considered to be less risky than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.