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HOSBX: SHORT-TERM BOND FUND SHORT-TERM BOND FUND (MUTUAL FUND)
Basic Info 4.84 0(0.0%) April 22
Asset Class: | Short-Term Bond |
MyPlanIQ Rating: | (81%) |
Start Date: | 11/27/1991 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 3.32% |
Expenses | 0.76% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/06/1993 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.2 | -0.5 | 2.6 | -0.6 | 1.1 | 1.3 | 2.6 | 2.6 | 3.5 | 5.4 | -5.9 | -1.0 | 5.4 | 3.9 | 1.7 | 1.7 | 1.7 | 0.4 | 1.6 | 1.6 | 4.6 | 1.9 | 5.3 | 16.3 | -3.9 | 4.6 | 4.1 | 2.2 | 2.2 | 1.4 | 5.4 | 7.2 | 7.8 | 2.7 | 6.4 | 6.6 | 5.2 | 10.7 | 0.1 | 6.6 | 6.3 | 1.6 |
Sharpe Ratio | NA | -1.68 | -0.3 | -0.91 | -0.16 | 0.12 | NA | NA | 0.9 | 0.32 | -2.12 | -0.68 | 2.19 | 1.34 | 0.31 | 0.89 | 1.09 | 0.29 | 1.21 | 1.34 | 3.79 | 1.28 | 2.58 | 5.35 | -1.53 | 0.76 | 0.49 | 0.03 | 0.61 | 0.41 | 1.99 | 2.01 | 1.56 | -0.21 | 1.28 | 1.37 | 0.65 | 2.64 | -1.1 | 2.01 | 1.34 | 8.21 |
Draw Down(%) | NA | 1.0 | 1.7 | 8.7 | 8.7 | 8.7 | NA | NA | 8.7 | 1.8 | 7.7 | 1.2 | 3.0 | 0.9 | 0.3 | 0.3 | 0.7 | 0.6 | 0.4 | 0.7 | 0.2 | 0.6 | 0.7 | 1.3 | 6.7 | 0.6 | 0.6 | 0.5 | 1.6 | 1.3 | 0.9 | 0.9 | 0.7 | 0.6 | 0.6 | 0.6 | 1.0 | 0.8 | 2.5 | 0.8 | 2.1 | 0.0 |
Standard Deviation(%) | NA | 3.2 | 3.3 | 3.2 | 2.8 | 2.2 | NA | NA | 2.2 | 3.7 | 3.5 | 1.5 | 2.4 | 1.9 | 1.1 | 1.2 | 1.4 | 1.3 | 1.3 | 1.2 | 1.2 | 1.5 | 2.0 | 3.0 | 3.1 | 2.2 | 1.6 | 1.5 | 2.0 | 1.9 | 2.1 | 2.5 | 2.4 | 2.4 | 2.4 | 2.3 | 2.5 | 2.6 | 2.6 | 2.3 | 2.9 | 2.1 |
Treynor Ratio | NA | -0.06 | -0.01 | -0.03 | -0.01 | 0.0 | NA | NA | 0.03 | 0.01 | -0.09 | -0.02 | 0.09 | 0.03 | 0.01 | 0.03 | 0.03 | 0.01 | 0.04 | 0.05 | 0.09 | 0.04 | 0.08 | 0.21 | -0.1 | 0.03 | 0.01 | 0.0 | 0.02 | 0.01 | 0.08 | 0.08 | 0.05 | -0.01 | 0.05 | 0.04 | 0.02 | 0.09 | -0.04 | 0.06 | 0.05 | 0.33 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.02 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 |
Beta | NA | 0.97 | 0.9 | 0.88 | 0.81 | 0.73 | NA | NA | 0.68 | 0.93 | 0.84 | 0.65 | 0.58 | 0.78 | 0.39 | 0.38 | 0.49 | 0.39 | 0.41 | 0.29 | 0.51 | 0.5 | 0.68 | 0.77 | 0.49 | 0.63 | 0.6 | 0.67 | 0.63 | 0.53 | 0.5 | 0.63 | 0.7 | 0.73 | 0.67 | 0.77 | 0.71 | 0.8 | 0.76 | 0.77 | 0.73 | 0.52 |
RSquared | NA | 0.74 | 0.8 | 0.78 | 0.7 | 0.6 | NA | NA | 0.55 | 0.83 | 0.8 | 0.35 | 0.5 | 0.53 | 0.24 | 0.17 | 0.33 | 0.23 | 0.19 | 0.11 | 0.27 | 0.28 | 0.44 | 0.51 | 0.39 | 0.5 | 0.45 | 0.48 | 0.43 | 0.4 | 0.41 | 0.69 | 0.57 | 0.62 | 0.61 | 0.71 | 0.69 | 0.73 | 0.69 | 0.59 | 0.59 | 0.65 |
Yield(%) | N/A | 0.8 | 2.7 | 1.8 | 2.3 | 2.3 | 2.9 | 3.0 | N/A | 2.5 | 1.5 | 0.9 | 3.2 | 3.1 | 2.3 | 2.3 | 2.3 | 2.3 | 2.1 | 2.3 | 2.3 | 3.3 | 4.3 | 7.4 | 4.4 | 4.6 | 4.1 | 2.5 | 2.9 | 2.5 | 4.6 | 4.6 | 4.9 | 4.2 | 4.8 | 4.9 | 4.8 | 4.8 | 4.6 | 4.7 | 4.9 | 0.8 |
Dividend Growth(%) | N/A | -66.7 | 18.2 | -31.0 | 0.0 | -39.2 | -36.4 | N/A | N/A | 50.0 | 60.0 | -70.6 | 6.2 | 33.3 | 0.0 | 0.0 | 0.0 | 9.1 | -8.3 | 0.0 | -29.4 | -22.7 | -37.1 | 52.2 | -4.2 | 14.3 | 61.5 | -13.3 | 15.4 | -45.8 | 0.0 | -4.0 | 13.6 | -12.0 | 0.0 | 0.0 | 4.2 | 0.0 | 0.0 | -4.0 | 525.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/06/1993
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