HBLRX Mutual Fund

NAV$15.07

Returns Overview

1 Month
+0.67%
3 Months
+1.07%
6 Months
+1.07%
YTD
+2.66%
1 Year
+13.13%
3 Years (annualized)
+10.64%
5 Years (annualized)
+5.22%
10 Years (annualized)
+6.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HBLRX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
JP Morgan Emerging Markets Bond Index Plus
This Mutual Fund (YTD)
+2.66%
Peer Avg (YTD)
+4.14%
vs Peers
-1.49%

HBLRX Mutual Fund Performance

HBLRX performance across multiple time periods: 1-month 0.67%, YTD 2.66%, 1-year 13.13%, 3-year 10.64%, 5-year 5.22%, 10-year 6.53%.

HBLRX returns trail the peer average of 4.14% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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