HBGIX Mutual Fund

NAV$25.27
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Returns Overview

1 Month
-0.81%
3 Months
+12.16%
6 Months
+7.27%
YTD
+6.94%
1 Year
+28.29%
3 Years (annualized)
+21.81%
5 Years (annualized)
+12.53%
10 Years (annualized)
+14.80%

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
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📉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

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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.94%
Peer Avg (YTD)
+9.51%
vs Peers
-2.57%

HBGIX Mutual Fund Performance

HBGIX performance across multiple time periods: 1-month -0.81%, YTD 6.94%, 1-year 28.29%, 3-year 21.81%, 5-year 12.53%, 10-year 14.80%.

HBGIX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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