HBLCX Mutual Fund

NAV$14.67

Returns Overview

1 Month
+0.06%
3 Months
+3.45%
6 Months
+3.46%
YTD
+3.17%
1 Year
+12.87%
3 Years (annualized)
+10.32%
5 Years (annualized)
+4.87%
10 Years (annualized)
+6.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HBLCX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
JP Morgan Emerging Markets Bond Index Plus
This Mutual Fund (YTD)
+3.17%
Peer Avg (YTD)
+4.14%
vs Peers
-0.98%

HBLCX Mutual Fund Performance

HBLCX performance across multiple time periods: 1-month 0.06%, YTD 3.17%, 1-year 12.87%, 3-year 10.32%, 5-year 4.87%, 10-year 6.15%.

HBLCX returns trail the peer average of 4.14% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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