Nasdaq - Delayed Quote USD
Homestead Small Company Stock (HSCSX)
23.75
-0.14
(-0.59%)
At close: May 30 at 8:04:14 PM EDT
Fund Summary
The fund generally invests in stocks of companies that homestead advisers believes are attractive based on its investment process. Under normal circumstances, it will invest at least 80% of its net assets (plus borrowing for investment purposes) in common stocks of companies whose market capitalization, at the time of purchase, is within the range of the market capitalization of companies represented in the Russell 2000 Index.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 36.58% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 20 |
| Number of Years Down | 6 |
Performance & Risk
| YTD Return | -9.87% |
| 5y Average Return | 8.92% |
| Rank in Category (ytd) | 94 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.19 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| HSCSX | Category Average | HSCSX | Category Average | HSCSX | Category Average | |
| Alpha | -9.54 | -0.09 | -6.14 | -0.06 | -7.9 | -0.06 |
| BETA | 1.19 | 0.01 | 1.12 | 0.01 | 1.12 | 0.01 |
| Mean Annual Return | 0.41 | 0.01 | 0.94 | 0.01 | 0.52 | 0.01 |
| R-squared | 71.19 | 0.83 | 72.5 | 0.77 | 73.61 | 0.78 |
| Standard Deviation | 23.09 | 0.26 | 21.17 | 0.21 | 19.98 | 0.19 |
| Sharpe Ratio | 0.01 | 0 | 0.4 | 0.01 | 0.21 | 0.01 |
| Treynor Ratio | -1.94 | 0.08 | 5.94 | 0.1 | 2.06 | 0.09 |
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