HBGIX Mutual Fund

HBGIX Mutual Fund

NAV$21.79
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Returns Overview

1 Month
+0.25%
3 Months
+2.91%
6 Months
+5.95%
YTD
+7.20%
1 Year
+14.18%
3 Years (annualized)
+17.05%
5 Years (annualized)
+10.01%
10 Years (annualized)
+13.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HBGIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.20%
Peer Avg (YTD)
+9.41%
vs Peers
-2.21%

HBGIX Mutual Fund Performance

HBGIX performance across multiple time periods: 1-month 0.25%, YTD 7.20%, 1-year 14.18%, 3-year 17.05%, 5-year 10.01%, 10-year 13.42%.

HBGIX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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