HBLCX Mutual Fund

HBLCX Mutual Fund

NAV$14.16
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Returns Overview

1 Month
+0.75%
3 Months
+1.57%
6 Months
+1.12%
YTD
+4.73%
1 Year
+7.57%
3 Years (annualized)
+8.36%
5 Years (annualized)
+3.39%
10 Years (annualized)
+5.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HBLCX 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
JP Morgan Emerging Markets Bond Index Plus
This Mutual Fund (YTD)
+4.73%
Peer Avg (YTD)
+3.78%
vs Peers
+0.95%

HBLCX Mutual Fund Performance

HBLCX performance across multiple time periods: 1-month 0.75%, YTD 4.73%, 1-year 7.57%, 3-year 8.36%, 5-year 3.39%, 10-year 5.34%.

HBLCX returns outperform the peer average of 3.78% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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