Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HOIBX (Homestead Intermediate Bond Fund) | -0.31% | 4.56% | 3.83% | 0.05% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/06/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HOIBX (Homestead Intermediate Bond Fund) | 05/06/2019 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.56 | 3.83 | 0.05 | NA | NA | NA | … | … | -0.31 | 6.53 | 1.69 | 6.35 | -13.34 | -1.12 | 8.70 | 4.70 |
| Sharpe Ratio | NA | 0.60 | 0.19 | -0.40 | NA | NA | NA | … | … | -0.50 | 0.80 | -0.35 | 0.37 | -2.06 | -0.31 | 1.59 | 1.64 |
| Standard Deviation(%) | NA | 4.10 | 5.48 | 5.92 | NA | NA | NA | … | … | 4.40 | 4.57 | 5.51 | 7.44 | 7.21 | 3.68 | 5.31 | 3.57 |
| Draw Down(%) | NA | 3.03 | 5.98 | 18.11 | NA | NA | NA | … | … | 3.03 | 2.81 | 3.98 | 7.07 | 16.84 | 3.48 | 7.45 | 2.10 |
| Yield(%) | 0.00 | 3.43 | 3.55 | 2.57 | 1.95 | 1.30 | 0.98 | … | … | 1.21 | 3.76 | 3.62 | 3.29 | 1.87 | 1.28 | 3.21 | 2.08 |
Data as of 06/03/2026, Common starting date is 05/06/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HOIBX (Homestead Intermediate Bond Fund) |
-5.08%
Oct 2020 – Oct 2023 |
-0.73%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HOIBX (Homestead Intermediate Bond Fund) |
5.66%
Oct 2022 – Oct 2025 |
0.76%
Sep 2019 – Sep 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart