HBGIX Mutual Fund

HBGIX Mutual Fund

NAV$21.88
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Returns Overview

1 Month
-0.46%
3 Months
+1.06%
6 Months
-8.12%
YTD
+8.67%
1 Year
+9.09%
3 Years (annualized)
+20.42%
5 Years (annualized)
+8.70%
10 Years (annualized)
+13.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HBGIX 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
PROUpgrade to run
📉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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.67%
Peer Avg (YTD)
+10.80%
vs Peers
-2.13%

HBGIX Mutual Fund Performance

HBGIX performance across multiple time periods: 1-month -0.46%, YTD 8.67%, 1-year 9.09%, 3-year 20.42%, 5-year 8.70%, 10-year 13.62%.

HBGIX returns trail the peer average of 10.80% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

HBGIX vs another fund shows side-by-side returns. HBGIX alternatives are available in the Mutual Fund Screener.