HABYX Mutual Fund

HABYX Mutual Fund

NAV$8.76
See how much of HABYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.72%
3 Months
-0.83%
6 Months
-1.49%
YTD
-1.24%
1 Year
-1.08%
3 Years (annualized)
+5.88%
5 Years (annualized)
-0.06%
10 Years (annualized)
+1.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HABYX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-1.24%
Peer Avg (YTD)
+1.93%
vs Peers
-3.17%

HABYX Mutual Fund Performance

HABYX performance across multiple time periods: 1-month 1.72%, YTD -1.24%, 1-year -1.08%, 3-year 5.88%, 5-year -0.06%, 10-year 1.87%.

HABYX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this mutual fund.

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