HBAFX Mutual Fund

NAV$8.54

Returns Overview

1 Year
-7.97%
3 Years (annualized)
+4.72%
5 Years (annualized)
+2.85%
10 Years (annualized)
+4.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HBAFX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)

HBAFX Mutual Fund Performance

HBAFX performance across multiple time periods: 1-year -7.97%, 3-year 4.72%, 5-year 2.85%, 10-year 4.38%.

HBAFX returns can be compared against peers and benchmarks. investors should weigh costs against performance when evaluating this mutual fund.

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