HABCX Mutual Fund

HABCX Mutual Fund

NAV$9.17
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Returns Overview

1 Month
-1.45%
3 Months
-0.93%
6 Months
-1.48%
YTD
-1.16%
1 Year
+1.83%
3 Years (annualized)
+3.22%
5 Years (annualized)
-1.17%
10 Years (annualized)
+0.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HABCX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-1.16%
Peer Avg (YTD)
+0.12%
vs Peers
-1.28%

HABCX Mutual Fund Performance

HABCX performance across multiple time periods: 1-month -1.45%, YTD -1.16%, 1-year 1.83%, 3-year 3.22%, 5-year -1.17%, 10-year 0.95%.

HABCX returns trail the peer average of 0.12% YTD. With an expense ratio of 1.56%, investors should weigh costs against performance when evaluating this mutual fund.

HABCX vs another fund shows side-by-side returns. HABCX alternatives are available in the Mutual Fund Screener.