HBADX Mutual Fund

HBADX Mutual Fund

NAV$14.23
See how much of HBADX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

3 Months
-0.56%
6 Months
+1.86%
YTD
+5.80%
1 Year
+7.48%
3 Years (annualized)
+15.25%
5 Years (annualized)
+5.94%
10 Years (annualized)
+7.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HBADX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+5.80%
Peer Avg (YTD)
+5.30%
vs Peers
+0.50%

HBADX Mutual Fund Performance

HBADX performance across multiple time periods: YTD 5.80%, 1-year 7.48%, 3-year 15.25%, 5-year 5.94%, 10-year 7.81%.

HBADX returns outperform the peer average of 5.30% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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