HBATX Mutual Fund

HBATX Mutual Fund

NAV$14.55
See how much of HBATX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.56%
3 Months
+2.36%
6 Months
+4.99%
YTD
+6.39%
1 Year
+14.15%
3 Years (annualized)
+13.40%
5 Years (annualized)
+6.66%
10 Years (annualized)
+7.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HBATX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+6.39%
Peer Avg (YTD)
+5.54%
vs Peers
+0.85%

HBATX Mutual Fund Performance

HBATX performance across multiple time periods: 1-month -0.56%, YTD 6.39%, 1-year 14.15%, 3-year 13.40%, 5-year 6.66%, 10-year 7.97%.

HBATX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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