HBASX Mutual Fund

HBASX Mutual Fund

NAV$14.49
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Returns Overview

1 Month
-0.63%
3 Months
+2.30%
6 Months
+4.85%
YTD
+6.18%
1 Year
+13.76%
3 Years (annualized)
+12.94%
5 Years (annualized)
+6.26%
10 Years (annualized)
+7.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HBASX 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)
+6.18%
Peer Avg (YTD)
+5.54%
vs Peers
+0.64%

HBASX Mutual Fund Performance

HBASX performance across multiple time periods: 1-month -0.63%, YTD 6.18%, 1-year 13.76%, 3-year 12.94%, 5-year 6.26%, 10-year 7.61%.

HBASX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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