HSCSX - Homestead Small Company Stock Fund

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★
Year-to-Date Return13.06%
5-Year Average Return3.67%
Number of Years Up15
Number of Years Down5
Best 1 Yr Total Return (Feb 3, 2019)45.10%
Worst 1 Yr Total Return (Feb 3, 2019)-34.33%
Best 3-Yr Total Return45.10%
Worst 3-Yr Total Return-8.08%

Trailing Returns (%) Vs. Benchmarks

ReturnHSCSXCategory
YTD10.05%8.21%
1-Month-7.34%-7.85%
3-Month-5.70%-6.65%
1-Year-16.85%-9.37%
3-Year1.36%7.53%
5-Year2.17%5.08%
10-Year11.90%12.02%
Last Bull Market28.82%27.52%
Last Bear Market-24.36%-23.98%

Annual Total Return (%) History

Year
HSCSXCategory
2019
N/AN/A
2018
-26.18%-12.72%
2017
11.99%12.28%
2016
18.85%20.78%
2015
-5.18%-5.38%
2014
7.97%3.79%
2013
36.58%37.39%
2012
19.63%15.46%
2011
0.58%-4.07%
2010
33.94%25.61%
2009
45.10%31.80%
2008
-34.33%-36.56%
2007
1.36%-1.10%
2006
16.69%15.03%
2005
9.52%6.75%
2004
13.24%18.94%
2003
32.41%43.41%
2002
-0.57%-16.22%
2001
11.17%8.92%
2000
15.21%11.89%
1999
-0.55%19.95%
1998
N/A-3.03%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
201912.71%N/AN/AN/A
2018-2.34%0.62%-0.54%-24.47%
2017-0.46%1.71%5.81%4.55%
20160.42%2.84%0.55%14.46%
20154.25%-1.10%-9.26%1.35%
20141.14%1.39%-4.74%10.52%
201311.51%3.84%8.00%9.22%
201211.45%-2.08%4.00%5.40%
201111.01%-2.37%-20.40%16.60%
20109.62%-6.32%11.20%17.28%
2009-9.31%23.62%21.07%6.90%
2008-6.28%-2.64%-4.83%-24.38%
20070.89%6.71%-3.56%-2.38%
200614.06%-3.71%-0.59%6.88%
2005-0.57%2.88%3.93%3.02%
20040.94%1.50%1.41%9.00%
2003-7.82%18.82%2.96%17.41%
200214.22%2.16%-18.36%4.38%
2001-3.05%11.61%-12.54%17.47%
2000-4.57%3.15%3.42%13.17%
1999-5.08%21.90%-9.57%-4.95%
1998-6.67%-12.82%7.20%N/A

Rank In Category (By Total Return)

YTD27
1-Month33
3-Month32
1-Year94
3-Year100
5-Year91

Load Adjusted Returns

1-Year-16.85%
3-Year1.36%
5-Year2.17%
10-Year11.90%