HBADX Mutual Fund

NAV$14.63

Returns Overview

1 Month
+0.21%
3 Months
+9.02%
6 Months
+7.39%
YTD
+6.99%
1 Year
+23.29%
3 Years (annualized)
+16.16%
5 Years (annualized)
+7.96%

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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+6.99%
Peer Avg (YTD)
+5.87%
vs Peers
+1.12%

HBADX Mutual Fund Performance

HBADX performance across multiple time periods: 1-month 0.21%, YTD 6.99%, 1-year 23.29%, 3-year 16.16%, 5-year 7.96%.

HBADX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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