HBSGX Mutual Fund

NAV$27.29

Returns Overview

1 Month
+4.46%
3 Months
+26.71%
6 Months
+24.80%
YTD
+22.95%
1 Year
+66.26%
3 Years (annualized)
+23.18%
5 Years (annualized)
+13.70%
10 Years (annualized)
+18.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HBSGX 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
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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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+22.95%
Peer Avg (YTD)
+18.52%
vs Peers
+4.42%

HBSGX Mutual Fund Performance

HBSGX performance across multiple time periods: 1-month 4.46%, YTD 22.95%, 1-year 66.26%, 3-year 23.18%, 5-year 13.70%, 10-year 18.78%.

HBSGX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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