HBIOX Mutual Fund

NAV$23.10

Returns Overview

3 Months
+11.93%
6 Months
+10.71%
YTD
+9.30%
1 Year
+22.50%
3 Years (annualized)
+17.38%
5 Years (annualized)
+7.73%
10 Years (annualized)
+9.38%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+9.30%
Peer Avg (YTD)
+9.13%
vs Peers
+0.17%

HBIOX Mutual Fund Performance

HBIOX performance across multiple time periods: YTD 9.30%, 1-year 22.50%, 3-year 17.38%, 5-year 7.73%, 10-year 9.38%.

HBIOX returns outperform the peer average of 9.13% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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