HBFBX Mutual Fund

NAV$13.01

Returns Overview

1 Month
+2.54%
3 Months
+5.02%
6 Months
+8.50%
YTD
+2.45%
1 Year
+9.96%
3 Years
+6.82%
5 Years
+5.64%
10 Years
+5.26%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would HBFBX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
DJIA/Treasury Index(NA)
This Mutual Fund (YTD)
+2.45%
Peer Avg (YTD)
+0.79%
vs Peers
+1.66%

HBFBX Mutual Fund Performance

HBFBX performance across multiple time periods: 1-month 2.54%, YTD 2.45%, 1-year 9.96%, 3-year 6.82%, 5-year 5.64%, 10-year 5.26%.

HBFBX returns outperform the peer average of 0.79% YTD. With an expense ratio of 1.82%, investors should weigh costs against performance when evaluating this mutual fund.

HBFBX performance comparison shows side-by-side returns with another fund. HBFBX alternatives are available in the Mutual Fund Screener.