HBLVX Mutual Fund

NAV$15.42

Returns Overview

1 Month
+0.06%
3 Months
+3.68%
6 Months
+3.97%
YTD
+3.69%
1 Year
+13.86%
3 Years (annualized)
+11.34%
5 Years (annualized)
+5.90%
10 Years (annualized)
+7.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HBLVX 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)
+3.69%
Peer Avg (YTD)
+4.14%
vs Peers
-0.45%

HBLVX Mutual Fund Performance

HBLVX performance across multiple time periods: 1-month 0.06%, YTD 3.69%, 1-year 13.86%, 3-year 11.34%, 5-year 5.90%, 10-year 7.24%.

HBLVX returns trail the peer average of 4.14% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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