HBACX Mutual Fund

HBACX Mutual Fund

NAV$14.41
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Returns Overview

1 Month
-0.63%
3 Months
+2.16%
6 Months
+4.50%
YTD
+5.75%
1 Year
+12.98%
3 Years (annualized)
+11.80%
5 Years (annualized)
+5.32%
10 Years (annualized)
+6.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HBACX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+5.75%
Peer Avg (YTD)
+5.54%
vs Peers
+0.21%

HBACX Mutual Fund Performance

HBACX performance across multiple time periods: 1-month -0.63%, YTD 5.75%, 1-year 12.98%, 3-year 11.80%, 5-year 5.32%, 10-year 6.75%.

HBACX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.87%, investors should weigh costs against performance when evaluating this mutual fund.

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