HBLCX Mutual Fund

HBLCX Mutual Fund

NAV$14.68
See how much of HBLCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.67%
3 Months
+0.70%
6 Months
+2.29%
YTD
+4.67%
1 Year
+11.55%
3 Years (annualized)
+12.95%
5 Years (annualized)
+4.76%
10 Years (annualized)
+6.21%

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

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)
+4.67%
Peer Avg (YTD)
+2.95%
vs Peers
+1.72%

HBLCX Mutual Fund Performance

HBLCX performance across multiple time periods: 1-month 3.67%, YTD 4.67%, 1-year 11.55%, 3-year 12.95%, 5-year 4.76%, 10-year 6.21%.

HBLCX returns outperform the peer average of 2.95% 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.