Back to top
more

Hussman Strategic Total Return Fund: (MF: HSTRX)

(NASDAQ Mutual Funds) As of Mar 20, 2026 05:29 PM ET

$17.33 USD

-0.09 (-0.52%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 5.27 1
3 months 5.55 1
6 months 9.48 1
1 Year 22.37 1
3 Year 12.99 1
5 Year 6.85 2
10 Year 5.93 1

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 48.51
Bear Market (10/07 - 2/09) 6.09
Bull Market (2/09 - 3/21) 110.59

Load Adjusted Returns as of Feb 28, 2026

1 Year 20.93
5 Year 5.23
10 Year 5.92
Since Inception 5.16

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 6.55 4.21 6.87 1.89
2024 0.30 2.38 4.81 -1.47
2023 3.44 -1.36 -0.85 4.82
2022 2.06 -6.23 -4.78 2.91
2021 -1.91 3.00 -1.35 1.54

Annual Return

20262025202420232022202120202019201820172016
% Total Return 5.2720.936.056.03-6.231.2011.4511.411.481.218.03
% Total Return Rel to Index 2.8513.554.790.506.782.753.952.691.46-2.335.37
% Total Return Rel to Peer 2.6114.774.001.804.13-0.024.144.812.26-1.235.54
% Perf Quintile vs Peer* 1.001.000.001.002.003.001.001.001.004.001.00
% Dividends 0.000.450.410.350.280.190.070.170.140.040.02
% Yield 0.002.552.743.092.031.250.481.211.130.350.23
Capital Gains ($) 0.000.000.000.000.000.000.000.000.000.000.00
Expense Ratio 0.000.750.750.750.750.750.750.740.730.720.69

* 1 = Top 20%, 5 = Bottom 20%