HBLSX Mutual Fund

NAV$15.16

Returns Overview

1 Month
+0.10%
3 Months
+3.61%
6 Months
+3.71%
YTD
+3.43%
1 Year
+13.53%
3 Years (annualized)
+10.96%
5 Years (annualized)
+5.52%
10 Years (annualized)
+6.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HBLSX 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)
+3.43%
Peer Avg (YTD)
+4.14%
vs Peers
-0.71%

HBLSX Mutual Fund Performance

HBLSX performance across multiple time periods: 1-month 0.10%, YTD 3.43%, 1-year 13.53%, 3-year 10.96%, 5-year 5.52%, 10-year 6.83%.

HBLSX returns trail the peer average of 4.14% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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