Homestead Small Company Stock (HSCSX)

22.80 +0.21 (+0.93%) USD  |  Jul 01 2022

HSCSX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
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10%
5%
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of July 01, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
Homestead Small Company Stock
19.63%
36.58%
7.97%
-5.18%
18.85%
11.99%
-26.18%
22.16%
22.08%
20.68%
-19.31%
S&P 500 Total Return
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-19.11%
Pax Small Cap Investor
13.55%
43.24%
7.06%
-3.85%
17.90%
8.77%
-15.80%
23.29%
11.77%
30.19%
-25.33%
American Century Small Company Inv
13.92%
43.71%
5.74%
-5.46%
18.05%
10.58%
-14.38%
19.71%
16.40%
20.97%
-23.20%
Vanguard Small Cap Index Inv
18.04%
37.62%
7.37%
-3.78%
18.17%
16.10%
-9.43%
27.22%
18.96%
17.59%
-20.65%
BNY Mellon Opportunistic Small Cap Inv
20.73%
47.79%
1.02%
-2.71%
16.48%
24.18%
-19.50%
21.11%
18.98%
16.02%
-18.73%
As of July 01, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Homestead Small Company Stock
-5.49%
-13.79%
-19.31%
-18.62%
6.57%
3.47%
8.14%
7.32%
8.54%
8.13%
S&P 500 Total Return
-6.60%
-15.50%
-19.11%
-10.15%
10.71%
11.54%
13.08%
8.62%
9.25%
9.85%
Pax Small Cap Investor
-6.37%
-16.60%
-25.33%
-21.81%
4.39%
4.05%
8.83%
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7.56%
American Century Small Company Inv
-8.95%
-17.92%
-23.20%
-23.01%
4.43%
3.61%
8.32%
4.46%
7.45%
7.49%
Vanguard Small Cap Index Inv
-7.54%
-16.48%
-20.65%
-20.34%
5.58%
7.04%
10.45%
7.47%
9.38%
10.58%
BNY Mellon Opportunistic Small Cap Inv
-7.32%
-17.04%
-18.73%
-18.98%
6.59%
4.44%
9.81%
8.21%
9.90%
10.62%
As of July 01, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of May 31, 2022