HBLIX Mutual Fund

HBLIX Mutual Fund

NAV$15.18
See how much of HBLIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.88%
3 Months
+1.87%
6 Months
+2.92%
YTD
+4.54%
1 Year
+10.29%
3 Years (annualized)
+8.57%
5 Years (annualized)
+4.52%
10 Years (annualized)
+7.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HBLIX 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)
+4.54%
Peer Avg (YTD)
+3.39%
vs Peers
+1.15%

HBLIX Mutual Fund Performance

HBLIX performance across multiple time periods: 1-month 0.88%, YTD 4.54%, 1-year 10.29%, 3-year 8.57%, 5-year 4.52%, 10-year 7.05%.

HBLIX returns outperform the peer average of 3.39% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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