Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HSTRX (HUSSMAN STRATEGIC TOTAL RETURN FUND HUSSMAN STRATEGIC TOTAL RETURN FUND) | 3.96% | 14.38% | 11.42% | 5.66% | 5.23% | 4.04% | 4.87% | … | … |
Data as of 06/04/2026, Common starting date is 09/19/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HSTRX (HUSSMAN STRATEGIC TOTAL RETURN FUND HUSSMAN STRATEGIC TOTAL RETURN FUND) | 09/19/2002 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 14.38 | 11.42 | 5.66 | 5.23 | 4.04 | 4.87 | … | … | 3.96 | 20.94 | 6.06 | 6.05 | -6.24 | 1.21 | 11.45 | 11.42 | 1.48 | 1.22 | 8.03 | -1.01 | 3.78 | -8.37 | 1.14 | 3.92 | 7.03 | 5.84 | 6.33 | 12.61 | 6.90 | 6.00 | 6.50 | 4.02 | 1.80 |
| Sharpe Ratio | NA | 2.60 | 1.45 | 0.51 | 0.63 | NA | NA | … | … | 2.17 | 2.69 | 0.43 | 0.40 | -0.89 | 0.25 | 1.40 | 1.76 | 0.02 | 0.18 | 1.36 | -0.15 | 0.67 | -1.37 | 0.33 | 0.81 | 2.07 | 0.88 | 0.54 | 1.83 | 0.55 | 0.62 | 0.95 | 0.47 | 1.11 |
| Standard Deviation(%) | NA | 5.21 | 5.84 | 6.41 | 5.90 | NA | NA | … | … | 3.72 | 6.73 | 5.63 | 6.00 | 8.69 | 4.65 | 7.98 | 5.64 | 4.08 | 3.10 | 5.76 | 7.03 | 5.61 | 6.14 | 3.32 | 4.78 | 3.35 | 6.52 | 9.96 | 5.19 | 6.33 | 6.05 | 5.80 | 7.10 | 5.02 |
| Draw Down(%) | NA | 2.42 | 4.24 | 13.53 | 13.53 | NA | NA | … | … | 2.42 | 3.14 | 3.80 | 5.15 | 13.53 | 2.80 | 7.18 | 3.15 | 4.28 | 2.66 | 6.03 | 7.49 | 5.43 | 9.46 | 2.26 | 3.45 | 1.62 | 5.64 | 11.52 | 2.93 | 3.57 | 4.10 | 6.90 | 5.09 | 3.10 |
| Yield(%) | 0.00 | 2.64 | 3.00 | 2.33 | 1.82 | 1.75 | 2.85 | … | … | 0.40 | 3.17 | 3.01 | 2.63 | 1.98 | 1.32 | 0.57 | 1.42 | 1.20 | 0.38 | 0.27 | 0.42 | 1.51 | 0.98 | 2.68 | 2.53 | 5.70 | 2.32 | 5.36 | 8.25 | 7.16 | 5.36 | 2.20 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/19/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSTRX (HUSSMAN STRATEGIC TOTAL RETURN FUND HUSSMAN STRATEGIC TOTAL RETURN FUND) |
-2.38%
Sep 2012 – Sep 2015 |
-0.43%
Nov 2010 – Nov 2015 |
1.71%
Sep 2012 – Sep 2022 |
2.55%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSTRX (HUSSMAN STRATEGIC TOTAL RETURN FUND HUSSMAN STRATEGIC TOTAL RETURN FUND) |
13.00%
Feb 2023 – Feb 2026 |
8.85%
Aug 2005 – Aug 2010 |
6.49%
Nov 2002 – Nov 2012 |
5.18%
Jul 2005 – Jul 2020 |
Annualized Rolling Returns Comparison Chart