HOBEX Mutual Fund

NAV$9.78

Returns Overview

1 Month
-0.41%
3 Months
-0.81%
6 Months
-0.61%
YTD
-0.61%
1 Year
+5.57%
3 Years (annualized)
+6.45%
5 Years (annualized)
+3.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HOBEX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch 1-3 Year US Corporate & Government Index(^IBML3YUCG)
This Mutual Fund (YTD)
-0.61%
Peer Avg (YTD)
+3.23%
vs Peers
-3.84%

HOBEX Mutual Fund Performance

HOBEX performance across multiple time periods: 1-month -0.41%, YTD -0.61%, 1-year 5.57%, 3-year 6.45%, 5-year 3.56%.

HOBEX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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