HSGFX vs. HSTRX
Compare and contrast key facts about Hussman Strategic Growth Fund (HSGFX) and Hussman Strategic Total Return Fund (HSTRX).
HSGFX is managed by Hussman Funds. It was launched on Jul 24, 2000. HSTRX is managed by Hussman Funds. It was launched on Sep 11, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HSGFX or HSTRX.
Correlation
The correlation between HSGFX and HSTRX is 0.03, 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
HSGFX vs. HSTRX - Performance Comparison
Key characteristics
HSGFX:
-0.37
HSTRX:
2.32
HSGFX:
-0.48
HSTRX:
3.51
HSGFX:
0.94
HSTRX:
1.42
HSGFX:
-0.06
HSTRX:
1.69
HSGFX:
-0.64
HSTRX:
9.96
HSGFX:
6.17%
HSTRX:
1.25%
HSGFX:
10.79%
HSTRX:
5.39%
HSGFX:
-65.71%
HSTRX:
-14.31%
HSGFX:
-59.89%
HSTRX:
0.00%
Returns By Period
In the year-to-date period, HSGFX achieves a 2.74% return, which is significantly lower than HSTRX's 3.07% return. Over the past 10 years, HSGFX has underperformed HSTRX with an annualized return of -3.36%, while HSTRX has yielded a comparatively higher 3.85% annualized return.
HSGFX
2.74%
2.93%
2.67%
-2.35%
2.83%
-3.36%
HSTRX
3.07%
2.21%
2.16%
13.13%
3.87%
3.85%
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HSGFX vs. HSTRX - Expense Ratio Comparison
HSGFX has a 1.15% expense ratio, which is higher than HSTRX's 0.75% expense ratio.
Risk-Adjusted Performance
HSGFX vs. HSTRX — Risk-Adjusted Performance Rank
HSGFX
HSTRX
HSGFX vs. HSTRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hussman Strategic Growth Fund (HSGFX) and Hussman Strategic Total Return Fund (HSTRX). 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
HSGFX vs. HSTRX - Dividend Comparison
HSGFX's dividend yield for the trailing twelve months is around 2.93%, more than HSTRX's 2.83% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HSGFX Hussman Strategic Growth Fund | 2.93% | 3.01% | 3.10% | 1.09% | 0.43% | 0.16% | 1.84% | 1.20% | 0.49% | 0.28% | 0.56% | 0.78% |
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% |
Drawdowns
HSGFX vs. HSTRX - Drawdown Comparison
The maximum HSGFX drawdown since its inception was -65.71%, which is greater than HSTRX's maximum drawdown of -14.31%. Use the drawdown chart below to compare losses from any high point for HSGFX and HSTRX. For additional features, visit the drawdowns tool.
Volatility
HSGFX vs. HSTRX - Volatility Comparison
Hussman Strategic Growth Fund (HSGFX) has a higher volatility of 3.58% compared to Hussman Strategic Total Return Fund (HSTRX) at 1.65%. This indicates that HSGFX's price experiences larger fluctuations and is considered to be riskier than HSTRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.