HBIOX Mutual Fund

HBIOX Mutual Fund

NAV$20.57
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Returns Overview

1 Month
-1.03%
3 Months
+2.45%
6 Months
+5.02%
YTD
+9.57%
1 Year
+24.55%
3 Years (annualized)
+15.93%
5 Years (annualized)
+7.58%
10 Years (annualized)
+8.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HBIOX 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)
+9.57%
Peer Avg (YTD)
+9.42%
vs Peers
+0.15%

HBIOX Mutual Fund Performance

HBIOX performance across multiple time periods: 1-month -1.03%, YTD 9.57%, 1-year 24.55%, 3-year 15.93%, 5-year 7.58%, 10-year 8.86%.

HBIOX returns outperform the peer average of 9.42% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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