HIBIX Mutual Fund

NAV$10.65

Returns Overview

1 Month
+0.28%
3 Months
+1.12%
6 Months
+1.56%
YTD
+1.56%
1 Year
+4.33%
3 Years (annualized)
+6.10%
5 Years (annualized)
+3.06%
10 Years (annualized)
+2.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HIBIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch 1-5 Year Corporate/Government Index(^IBML5YCG)
This Mutual Fund (YTD)
+1.56%
Peer Avg (YTD)
+1.76%
vs Peers
-0.20%

HIBIX Mutual Fund Performance

HIBIX performance across multiple time periods: 1-month 0.28%, YTD 1.56%, 1-year 4.33%, 3-year 6.10%, 5-year 3.06%, 10-year 2.85%.

HIBIX returns trail the peer average of 1.76% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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