HBAIX Mutual Fund

NAV$14.54

Returns Overview

1 Month
+0.21%
3 Months
+9.02%
6 Months
+7.39%
YTD
+6.99%
1 Year
+18.03%
3 Years (annualized)
+14.38%
5 Years (annualized)
+6.93%
10 Years (annualized)
+8.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

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

HBAIX Mutual Fund Performance

HBAIX performance across multiple time periods: 1-month 0.21%, YTD 6.99%, 1-year 18.03%, 3-year 14.38%, 5-year 6.93%, 10-year 8.35%.

HBAIX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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