Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HSTIX (STOCK INDEX FUND STOCK INDEX FUND) | 11.13% | 27.98% | 22.14% | 13.03% | 14.72% | 13.87% | 10.38% | … | … |
Data as of 06/04/2026, Common starting date is 12/30/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HSTIX (STOCK INDEX FUND STOCK INDEX FUND) | 12/30/1999 | 06/04/2026 |
| 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.31 | 27.98 | 22.14 | 13.03 | 14.72 | 13.87 | 10.38 | … | … | 11.13 | 17.36 | 24.39 | 25.72 | -19.08 | 26.41 | 17.40 | 30.77 | -4.95 | 21.16 | 11.33 | 0.80 | 13.15 | 31.72 | 15.30 | 1.64 | 14.57 | 24.10 | -39.31 | 3.50 | 13.66 | 2.99 | 8.93 | 26.56 | -22.70 | -12.56 | -9.68 | 0.32 |
| Sharpe Ratio | NA | 2.23 | 1.32 | 0.63 | 0.72 | NA | NA | … | … | 1.97 | 0.78 | 1.64 | 1.69 | -0.85 | 2.00 | 0.49 | 2.40 | -0.37 | 3.08 | 0.84 | 0.05 | 1.15 | 2.87 | 1.20 | 0.07 | 0.79 | 0.87 | -0.98 | 0.02 | 1.01 | 0.07 | 0.71 | 1.52 | -0.91 | -0.43 | -0.63 | NA |
| Standard Deviation(%) | NA | 11.89 | 14.80 | 16.93 | 18.10 | NA | NA | … | … | 13.50 | 18.59 | 12.68 | 13.16 | 24.28 | 13.22 | 34.63 | 12.21 | 17.05 | 6.68 | 13.17 | 15.54 | 11.45 | 11.04 | 12.79 | 23.41 | 18.37 | 27.46 | 40.92 | 16.15 | 10.17 | 10.53 | 11.18 | 16.99 | 26.10 | 35.56 | 22.23 | 0.00 |
| Draw Down(%) | NA | 8.97 | 18.79 | 25.05 | 33.82 | NA | NA | … | … | 8.97 | 18.79 | 8.45 | 10.03 | 25.05 | 5.16 | 33.82 | 6.67 | 19.52 | 2.63 | 10.33 | 12.09 | 7.34 | 4.74 | 9.75 | 18.84 | 15.74 | 27.33 | 48.35 | 9.93 | 7.47 | 7.10 | 7.64 | 13.85 | 33.35 | 34.70 | 16.88 | 0.00 |
| Yield(%) | 0.00 | 2.06 | 1.96 | 1.57 | 2.56 | 3.49 | 2.72 | … | … | 0.00 | 2.11 | 1.34 | 1.73 | 0.97 | 1.08 | 1.28 | 2.54 | 1.83 | 1.06 | 1.68 | 1.64 | 1.59 | 1.69 | 1.86 | 1.52 | 1.54 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.72 | 0.56 | 0.59 | 0.05 |
Data as of 06/04/2026, Common starting date is 12/30/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSTIX (STOCK INDEX FUND STOCK INDEX FUND) |
-17.18%
Feb 2006 – Feb 2009 |
-8.68%
Feb 2004 – Feb 2009 |
-3.43%
Aug 2000 – Aug 2010 |
2.43%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSTIX (STOCK INDEX FUND STOCK INDEX FUND) |
24.74%
Dec 2018 – Dec 2021 |
22.04%
Feb 2009 – Feb 2014 |
15.94%
Sep 2011 – Sep 2021 |
15.15%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart