HUBBX Mutual Fund

NAV$10.47

Returns Overview

1 Month
+0.19%
3 Months
+0.58%
6 Months
+1.16%
YTD
+1.36%
1 Year
+3.24%
3 Years (annualized)
+4.47%
5 Years (annualized)
+2.87%
10 Years (annualized)
+1.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HUBBX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg Short Treasury: 9-12 Months Index
This Mutual Fund (YTD)
+1.36%
Peer Avg (YTD)
+3.23%
vs Peers
-1.87%

HUBBX Mutual Fund Performance

HUBBX performance across multiple time periods: 1-month 0.19%, YTD 1.36%, 1-year 3.24%, 3-year 4.47%, 5-year 2.87%, 10-year 1.55%.

HUBBX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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