HBASX Mutual Fund

HBASX Mutual Fund

NAV$14.28
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Returns Overview

1 Month
+1.33%
3 Months
+0.91%
6 Months
+4.86%
YTD
+7.59%
1 Year
+12.66%
3 Years (annualized)
+13.41%
5 Years (annualized)
+5.85%
10 Years (annualized)
+7.54%

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)
+7.59%
Peer Avg (YTD)
+6.28%
vs Peers
+1.31%

HBASX Mutual Fund Performance

HBASX performance across multiple time periods: 1-month 1.33%, YTD 7.59%, 1-year 12.66%, 3-year 13.41%, 5-year 5.85%, 10-year 7.54%.

HBASX returns outperform the peer average of 6.28% 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.